Caterpillar shares owned by Beacon Capital Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beacon Capital Management
from 13F filings
Historical chart of Beacon Capital Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Beacon Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Beacon Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 698 | 477.10 |
| 2025-06-30 | $501k | 1.3k | 388.23 |
| 2025-03-31 | $500k | 1.5k | 329.71 |
| 2024-12-31 | $520k | 1.4k | 362.78 |
| 2024-09-30 | $549k | 1.4k | 391.10 |
| 2024-06-30 | $450k | 1.4k | 333.16 |
| 2024-03-31 | $502k | 1.4k | 366.31 |
| 2023-12-31 | $347k | 1.3k | 273.48 |
| 2023-09-30 | $287k | 1.2k | 246.27 |
| 2023-06-30 | $287k | 1.2k | 246.27 |
| 2023-03-31 | $249k | 1.1k | 228.67 |
| 2022-12-31 | $262k | 1.1k | 239.91 |
| 2022-09-30 | $260k | 1.5k | 179.19 |
| 2022-06-30 | $292k | 1.3k | 223.84 |
| 2022-03-31 | $292k | 1.3k | 223.84 |