BEAM Asset Management »

Caterpillar shares owned by BEAM Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by BEAM Asset Management from 13F filings

Historical chart of BEAM Asset Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by BEAM Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $337k 919 366.61
2023-12-31 $245k 829 295.66
2023-09-30 $228k 835 272.94
2023-06-30 $206k 836 245.98

More positions owned by BEAM Asset Management

Ishares Tr Core High Dv Etf (HDV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Fidelity Covington Trust Fidelity Magelan (FMAG)
Ishares Msci World Etf (URTH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for BEAM Asset Management

Top funds holding Caterpillar

Vanguard Group
State Farm Mutual Automobile Insurance Company
Fisher Investments
Bill & Melinda Gates Foundation Trust
Norges Bank Investment Management
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management
Amundi
Dimensional Fund Advisors
Royal Bank of Canada

View all funds holding Caterpillar