Caterpillar shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $918k | 1.9k | 477.05 |
| 2025-06-30 | $767k | 2.0k | 388.13 |
| 2025-03-31 | $644k | 2.0k | 329.73 |
| 2024-12-31 | $718k | 2.0k | 362.68 |
| 2024-09-30 | $679k | 1.7k | 391.03 |
| 2024-06-30 | $577k | 1.7k | 333.02 |
| 2024-03-31 | $595k | 1.6k | 366.34 |
| 2023-12-31 | $478k | 1.6k | 295.60 |
| 2023-09-30 | $377k | 1.4k | 272.92 |
| 2023-06-30 | $368k | 1.5k | 245.98 |
| 2023-03-31 | $334k | 1.5k | 228.78 |
| 2022-12-31 | $318k | 1.3k | 239.49 |
More positions owned by Beaumont Financial Advisors
View all positions for Beaumont Financial Advisors