Caterpillar shares owned by Beacon Financial
Historical chart of Beacon Financial investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Beacon Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $401k | 839 | 477.38 |
| 2025-06-30 | $324k | 835 | 388.21 |
| 2025-03-31 | $424k | 1.3k | 329.80 |
| 2024-12-31 | $447k | 1.2k | 362.76 |
| 2024-09-30 | $526k | 1.3k | 391.12 |
| 2024-06-30 | $372k | 1.1k | 333.10 |
| 2024-03-31 | $398k | 1.1k | 366.43 |
| 2023-12-31 | $321k | 1.1k | 295.67 |
| 2023-09-30 | $293k | 1.0k | 280.65 |
| 2023-06-30 | $271k | 1.1k | 243.92 |
| 2023-03-31 | $234k | 1.1k | 215.27 |
| 2022-12-31 | $273k | 1.1k | 240.11 |
| 2022-06-30 | $210k | 1.1k | 184.70 |
| 2022-03-31 | $273k | 1.2k | 223.95 |
| 2021-12-31 | $237k | 1.1k | 206.99 |
| 2021-09-30 | $4.4M | 23k | 197.87 |
| 2021-06-30 | $4.7M | 23k | 207.94 |
| 2021-03-31 | $4.6M | 23k | 196.50 |
| 2020-12-31 | $4.6M | 23k | 196.50 |
| 2020-09-30 | $3.5M | 24k | 149.17 |
| 2020-06-30 | $3.0M | 24k | 125.24 |
| 2018-09-30 | $295k | 1.9k | 152.38 |
| 2018-06-30 | $349k | 2.6k | 135.69 |
| 2018-03-31 | $259k | 1.8k | 147.16 |
| 2016-12-31 | $336k | 3.6k | 92.59 |
| 2015-12-31 | $465k | 6.8k | 68.67 |
| 2015-09-30 | $316k | 4.9k | 64.29 |
| 2014-09-30 | $261k | 2.6k | 99.54 |