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
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Quarterly reported holdings in Caterpillar by Beacon Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 5.1k | 477.19 |
| 2025-06-30 | $2.0M | 5.1k | 384.74 |
| 2025-03-31 | $1.7M | 5.1k | 329.83 |
| 2024-12-31 | $1.8M | 5.0k | 362.80 |
| 2024-09-30 | $2.0M | 5.0k | 391.17 |
| 2024-06-30 | $1.6M | 4.8k | 333.08 |
| 2024-03-31 | $1.8M | 4.8k | 366.41 |
| 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