LifePlan Financial Group’s Caterpillar CAT Stock Holding History

LifePlan Financial Group’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$4K	Hold	29	–	–	﹤0.01%	490
2020 Q2	$4K	Sell	29 -11	-28%	-$1.3K	﹤0.01%	489
2020 Q1	$5K	Hold	40	–	–	﹤0.01%	448
2019 Q4	$6K	Hold	40	–	–	﹤0.01%	448
2019 Q3	$5K	Hold	40	–	–	﹤0.01%	455
2019 Q2	$5K	Hold	40	–	–	﹤0.01%	453
2019 Q1	$5K	Hold	40	–	–	﹤0.01%	451
2018 Q4	$5K	Hold	40	–	–	﹤0.01%	442
2018 Q3	$6K	Sell	40 -394	-91%	-$55.7K	﹤0.01%	427
2018 Q2	$59K	Buy	434 +423	+3,845%	+$63.2K	0.03%	223
2018 Q1	$2K	Buy	+11	New	+$1.74K	﹤0.01%	460

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

LifePlan Financial Group's CAT Position: Q3 2020 in Review

LifePlan Financial Group held its Caterpillar (CAT) position steady in Q3 2020 at 29 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

LifePlan Financial Group first reported a position in CAT in Q1 2018 and has held it in 11 quarters since. The position peaked at $59K in Q2 2018. 1,657 funds tracked by Wall St. Rank hold CAT as of Q3 2020.

LifePlan Financial Group held 29 shares of Caterpillar worth $4K as of Q3 2020.
LifePlan Financial Group left its Caterpillar share count unchanged in Q3 2020.
Caterpillar made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #490 holding.
LifePlan Financial Group first reported a position in Caterpillar in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Caterpillar position peaked at $59K in Q2 2018.
1,657 funds tracked by Wall St. Rank held Caterpillar as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.