Caterpillar shares owned by Beacon Investment Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beacon Investment Advisory Services
from 13F filings
Historical chart of Beacon Investment Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beacon Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 28k | 477.16 |
| 2025-06-30 | $11M | 27k | 388.21 |
| 2025-03-31 | $8.1M | 25k | 329.80 |
| 2024-12-31 | $8.2M | 23k | 362.76 |
| 2024-06-30 | $6.8M | 20k | 333.10 |
| 2024-03-31 | $8.9M | 24k | 366.43 |
| 2023-12-31 | $7.0M | 24k | 295.67 |
| 2023-09-30 | $6.5M | 24k | 273.00 |
| 2023-06-30 | $5.8M | 24k | 246.05 |
| 2023-03-31 | $5.4M | 24k | 228.84 |
| 2022-12-31 | $5.2M | 22k | 239.56 |
| 2022-09-30 | $2.8M | 17k | 164.07 |
| 2022-06-30 | $4.4M | 25k | 178.76 |
| 2022-03-31 | $5.3M | 24k | 222.81 |
| 2021-12-31 | $3.6M | 17k | 206.72 |
| 2021-09-30 | $3.5M | 18k | 191.97 |
| 2021-06-30 | $3.8M | 18k | 217.65 |
| 2021-03-31 | $3.6M | 15k | 231.91 |
| 2019-12-31 | $251k | 1.7k | 147.65 |
| 2019-09-30 | $276k | 2.2k | 126.49 |
More positions owned by Beacon Investment Advisory Services
View all positions for Beacon Investment Advisory Services