Caterpillar shares owned by Beaumont Financial Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Beaumont Financial Partners
from 13F filings
Historical chart of Beaumont Financial Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Beaumont Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $215k | 1.3k | 164.00 |
| 2022-06-30 | $225k | 1.3k | 178.86 |
| 2022-03-31 | $279k | 1.3k | 223.02 |
| 2021-12-31 | $256k | 1.2k | 206.62 |
| 2021-09-30 | $238k | 1.2k | 192.09 |
| 2021-06-30 | $272k | 1.2k | 217.77 |
| 2021-03-31 | $287k | 1.2k | 231.64 |
| 2020-12-31 | $223k | 1.2k | 181.74 |
| 2019-06-30 | $233k | 1.7k | 136.50 |
More positions owned by Beaumont Financial Partners
View all positions for Beaumont Financial Partners