Caterpillar shares owned by Beacon Investment Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beacon Investment Advisors
from 13F filings
Historical chart of Beacon Investment Advisors investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Beacon Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Beacon Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.2M | 4.5k | 273.00 |
2023-06-30 | $1.1M | 4.5k | 246.02 |
2023-03-31 | $1.1M | 4.8k | 228.82 |
2022-12-31 | $1.2M | 4.8k | 239.58 |
More positions owned by Beacon Investment Advisors
View all positions for Beacon Investment Advisors