Beacon Capital Management LLC (Tennessee)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $520K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $501K | Buy |
|
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $291K | Hold |
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|
2022
Q1 | $291K | Buy |
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