Caterpillar shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 74k | 477.15 |
| 2025-06-30 | $33M | 85k | 388.21 |
| 2025-03-31 | $27M | 82k | 329.80 |
| 2024-12-31 | $30M | 83k | 362.76 |
| 2024-09-30 | $34M | 87k | 391.12 |
| 2024-06-30 | $30M | 90k | 333.10 |
| 2024-03-31 | $33M | 91k | 366.43 |
| 2023-12-31 | $22M | 73k | 295.67 |
| 2023-09-30 | $20M | 74k | 273.00 |
| 2023-06-30 | $15M | 61k | 246.04 |
| 2023-03-31 | $14M | 63k | 228.84 |
| 2022-12-31 | $15M | 62k | 239.57 |
| 2022-09-30 | $10M | 63k | 163.97 |
| 2022-06-30 | $9.7M | 54k | 179.01 |
| 2022-03-31 | $13M | 58k | 222.82 |
| 2021-12-31 | $8.7M | 42k | 206.74 |
| 2021-09-30 | $9.2M | 48k | 191.98 |
| 2021-06-30 | $3.9M | 18k | 217.61 |
| 2021-03-31 | $964k | 4.2k | 231.68 |
| 2020-12-31 | $852k | 4.7k | 181.70 |
| 2020-09-30 | $614k | 4.1k | 149.14 |
| 2020-06-30 | $487k | 3.8k | 126.69 |
| 2020-03-31 | $297k | 2.5k | 116.81 |
| 2019-06-30 | $233k | 1.7k | 136.26 |