Financial Plan, Inc.

SEC CIK: 0002107584
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Financial Plan, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 5,511
Value: $5.87M
% of portfolio: 0.6%
Quarters held: 3; Since Q4 2025

Holdings of CAT by Financial Plan, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,511	$5.87M	0.6%	00.0%	Unchanged	Holders
Q1 2026	5,511	$3.90M	0.4%	00.0%	Unchanged	Holders
Q4 2025	5,511	$3.16M	0.4%	–	No prior filing	Holders