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Beacon Capital Management LLC (Tennessee)’s Caterpillar CAT Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$672K Sell
631
-34
-5% -$29.9K 0.1% 79
2026
Q1 		$471K Buy
665
+1
+0.2% +$693 0.08% 96
2025
Q4 		$381K Sell
664
-34
-5% -$18.9K 0.06% 100
2025
Q3 		$333K Sell
698
-593
-46% -$253K 0.05% 98
2025
Q2 		$501K Sell
1,291
-225
-15% -$75K 0.07% 63
2025
Q1 		$500K Buy
1,516
+84
+6% +$29.9K 0.07% 61
2024
Q4 		$520K Buy
1,432
+29
+2% +$11.2K 0.07% 58
2024
Q3 		$549K Buy
1,403
+51
+4% +$17.6K 0.08% 53
2024
Q2 		$450K Sell
1,352
-17
-1% -$5.89K 0.08% 51
2024
Q1 		$501K Buy
1,369
+100
+8% +$32K 0.1% 49
2023
Q4 		$347K Buy
1,269
+104
+9% +$27K 0.1% 54
2023
Q3 		$287K Hold
1,165
– – 0.08% 68
2023
Q2 		$287K Buy
1,165
+78
+7% +$17.4K 0.08% 68
2023
Q1 		$249K Sell
1,087
-6
-0.5% -$1.45K 0.07% 70
2022
Q4 		$262K Sell
1,093
-359
-25% -$78.2K 0.09% 68
2022
Q3 		$260K Buy
1,452
+149
+11% +$27.2K 0.09% 67
2022
Q2 		$291K Hold
1,303
– – 0.07% 66
2022
Q1 		$291K Buy
+1,303
New +$273K 0.07% 66

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s CAT Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Caterpillar (CAT) stake by 5.1% in Q2 2026, selling an estimated $29.9K and leaving 631 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #79.

Beacon Capital Management LLC (Tennessee) first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. 1,988 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 631 shares of Caterpillar worth $672K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
  • Caterpillar made up 0.1% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #79 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.