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Caterpillar shares owned by Beacon Wealthcare

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beacon Wealthcare from 13F filings

Historical chart of Beacon Wealthcare investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Beacon Wealthcare consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Beacon Wealthcare

Quarter filed Position value Share count Share price at filing
2026-09-30 $293k 362 809.89

More positions owned by Beacon Wealthcare

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Beacon Wealthcare

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Jpmorgan Chase & Co
Bill & Melinda Gates Foundation Trust
FMR
Northern Trust
Jane Street
Bank of America Corporation
Citadel Advisors
Susquehanna International

View all funds holding Caterpillar