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Disclosery

LifeGoal Investments, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeGoal Investments, LLC on CAT, newest first. How the timeline and the estimate are built.

LifeGoal Investments, LLC held 858 CAT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 858 shares
    Change vs previous 13F +216 shares

    0.21% of the 13F portfolio, value $695,661.

    13F-HR 0001754960-26-000832 filed by LifeGoal Investments, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 642 shares
    Change vs previous 13F +64 shares

    0.31% of the 13F portfolio, value $683,666.

    13F-HR 0001754960-26-000428 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 578 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $422,125.

    13F-HR 0001754960-26-000251 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 577 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $330,546.

    13F-HR 0001754960-26-000066 filed by LifeGoal Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).