Privacy Policy 

Effective Date: March 1, 2026
Legal Entity: Caterpillar Leadership Institute (“Company,” “we,” “us,” or “our”) 
Website: https//caterpillarleadershipinstitute.thinkific.com
Contact:  [email protected]

1) Who We Are

We provide online training and coaching for transformational leadership under The SOAR Mindset™. We operate our courses and membership through the Thinkific platform.

2) What This Policy Covers

This policy explains what personal information we collect, how we use it, when we share it, and your choices. It applies to our Site, course portal, emails, events, and related services.

3) Information We Collect

We collect information in three ways: (a) you provide it, (b) collected automatically, and (c) from trusted partners.

A. Information you provide

  • Account & Profile: name, email, password, photo (optional), time zone, company/title (optional).
  • Purchases: billing name, email, address; payment details are processed by our payment processors (we do not store full card numbers).
  • Learning Activity: course enrollments/completions, quiz results, assignment uploads, community posts/messages, support requests.
  • Surveys & Coaching: form responses, goals, feedback, scheduling details.
  • Marketing Preferences: your opt‑in/opt‑out selections.

B. Information collected automatically

  • Device/Usage Data: IP address, browser type, device identifiers, pages viewed, links clicked, approximate location (city/region), session duration, referring URLs.
  • Cookies & Similar Tech: session cookies (login, cart), preference cookies (language), analytics cookies, and marketing pixels (if used).

C. Information from third parties

  • Payments: Stripe/PayPal (transaction confirmations, last 4 digits, status).
  • Email & CRM: email engagement (opens/clicks), subscription status.
  • Analytics/Ads: Google Analytics, Meta/LinkedIn pixels (if implemented).
  • Single Sign‑On (if enabled): basic profile from your SSO provider.

4) How We Use Your Information

  • Provide Services: create/manage your account, deliver courses, track progress, issue certificates, process payments, and provide support.
  • Improve & Personalize: analyze usage to improve content, recommend courses, tailor learning paths, and enhance site performance and security.
  • Communicate: transactional emails (receipts, course access, service notices), product updates, tips, and promotions (with opt‑out).
  • Legal & Safety: prevent fraud/abuse, enforce terms, comply with legal requests.
  • Consent‑Based Uses: we rely on your consent where required (e.g., certain marketing, cookies in the EU/UK).

5) Legal Bases (EEA/UK Visitors)

We process personal data under these bases: Contract (to provide the services you purchase), Legitimate Interests (to secure and improve our services, measure engagement), Consent (marketing cookies/emails where required), and Legal Obligations (tax, accounting, compliance).

6) Payment Processing

We use third‑party processors (e.g., Stripe or PayPal) to handle payments. They process your payment information in accordance with their own privacy policies. We receive only limited details (e.g., payment status, last 4 digits, card type) and do not store full payment card numbers on our servers.

7) When We Share Information

We do not sell your personal information. We share it only with:

  • Service Providers/Processors: Thinkific (learning platform), payment processors (Stripe/PayPal), email/CRM platforms, analytics providers, cloud hosting, customer support tools—solely to operate and improve our services.
  • Instructors/Coaches/Contractors: limited access to help deliver programs under confidentiality commitments.
  • Legal/Compliance: if required by law, to enforce our terms, or protect rights, safety, and security.
  • Business Transfers: as part of a merger, acquisition, or asset sale (we’ll notify you of changes or new controls).

8) Cookies & Tracking

We use cookies and similar technologies to keep you logged in, remember preferences, analyze traffic, and (optionally) measure marketing. You can manage cookies through your browser settings and, where required, via our cookie banner or preference center. Disabling certain cookies may limit site functionality.

9) International Data Transfers

We may transfer, store, and process information outside your country (including the U.S.). Where required, we use appropriate safeguards (e.g., Standard Contractual Clauses) to protect your data.

10) Data Retention

We keep personal information only as long as necessary to provide services, comply with legal obligations (e.g., tax and accounting records), resolve disputes, and enforce agreements. We also consider the nature of the data, the potential risk from unauthorized use/disclosure, and whether we can achieve the purpose through other means. When no longer needed, we securely delete or anonymize it.

11) Your Rights & Choices

Depending on your location, you may have the right to:

  • Access a copy of your data; Correct inaccuracies; Delete your data;
  • Port your data; Restrict or Object to certain processing;
  • Withdraw Consent where processing relies on consent;
  • Opt‑Out of Marketing emails at any time (unsubscribe link).
    California residents may also opt‑out of certain “sharing”/targeted advertising and limit use of sensitive information. To make a request, contact us at [email protected]. We will verify your request and respond within the time frames required by law. You may use an authorized agent as permitted by local law.

12) Children’s Privacy

Our services are intended for adults and individuals 13+ (or the minimum age required in your jurisdiction). We do not knowingly collect personal information from children under 13 (or under the applicable age of consent). If you believe a minor has provided personal information, contact us and we will take appropriate steps to remove it.

13) Security

We use administrative, technical, and physical safeguards designed to protect personal information (e.g., HTTPS, access controls, encryption at rest/in transit where supported by our providers, least‑privilege access). No method of transmission or storage is 100% secure; if we detect a breach affecting your data, we will notify you as required by law.

14) Third‑Party Links & Communities

Our Site may link to third‑party websites or include community areas. We are not responsible for their privacy practices. Please review their policies before sharing information. Posts in community spaces may be viewable by other members.

15) Email & SMS Communications

  • Transactional: You will receive service emails (e.g., receipts, course access, progress).
  • Marketing: You may receive newsletters, launch updates, or promotions if you opt‑in or where permitted. You can unsubscribe anytime via the link in the email or by contacting us.
  • SMS (if used): We obtain consent where required; message/data rates may apply; reply STOP to opt‑out.

16) Do Not Track / Global Privacy Control

Our Site currently does not respond to browser “Do Not Track” signals. Where required by law (e.g., California), we honor Global Privacy Control (GPC) as an opt‑out signal for certain data “sharing” used for targeted advertising, if applicable to our setup.

17) Changes to This Policy

We may update this policy from time to time. When we post changes, we will update the Effective Date above and, if changes are material, we will provide additional notice (e.g., email or in‑product notice). Your continued use after the effective date means you accept the revised policy.

18) How to Contact Us

Questions or requests about this policy or your data?
Email: [email protected]
Mail: Caterpillar Leadership Institute, 12650 N. Beach Ste, Suite 114-11, Fort Worth TX, 76244, United States