Caterpillar shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $970k | 2.0k | 477.15 |
| 2025-06-30 | $801k | 2.1k | 388.21 |
| 2025-03-31 | $653k | 2.0k | 329.80 |
| 2024-12-31 | $710k | 2.0k | 362.76 |
| 2024-09-30 | $758k | 1.9k | 391.12 |
| 2024-06-30 | $667k | 2.0k | 333.10 |
| 2024-03-31 | $323k | 880 | 366.43 |
| 2023-12-31 | $264k | 893 | 295.67 |
| 2023-09-30 | $341k | 1.3k | 272.93 |
| 2023-06-30 | $305k | 1.2k | 246.06 |
| 2023-03-31 | $283k | 1.2k | 228.90 |
| 2022-12-31 | $297k | 1.2k | 239.50 |
| 2022-09-30 | $203k | 1.2k | 164.11 |
| 2022-06-30 | $272k | 1.5k | 178.83 |
| 2022-03-31 | $346k | 1.6k | 222.51 |
| 2021-12-31 | $321k | 1.6k | 206.70 |
| 2021-09-30 | $243k | 1.3k | 191.64 |
| 2021-06-30 | $263k | 1.2k | 217.72 |
| 2021-03-31 | $259k | 1.1k | 231.66 |
| 2020-06-30 | $333k | 2.6k | 126.28 |
| 2020-03-31 | $323k | 2.8k | 115.85 |
| 2019-12-31 | $554k | 3.8k | 147.50 |