Beacon Capital Management LLC (Tennessee)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Sell |
1,291
-225
| -15% | -$87.4K | 0.07% | 63 |
|
|
2025
Q1 | $500K | Buy |
1,516
+84
| +6% | +$27.7K | 0.07% | 61 |
|
|
2024
Q4 | $520K | Buy |
1,432
+29
| +2% | +$10.5K | 0.07% | 58 |
|
|
2024
Q3 | $549K | Buy |
1,403
+51
| +4% | +$19.9K | 0.08% | 53 |
|
|
2024
Q2 | $450K | Sell |
1,352
-17
| -1% | -$5.66K | 0.08% | 51 |
|
|
2024
Q1 | $501K | Buy |
1,369
+100
| +8% | +$36.6K | 0.1% | 49 |
|
|
2023
Q4 | $347K | Buy |
1,269
+104
| +9% | +$28.4K | 0.1% | 54 |
|
|
2023
Q3 | $287K | Hold |
1,165
| – | – | 0.08% | 68 |
|
|
2023
Q2 | $287K | Buy |
1,165
+78
| +7% | +$19.2K | 0.08% | 68 |
|
|
2023
Q1 | $249K | Sell |
1,087
-6
| -0.5% | -$1.37K | 0.07% | 70 |
|
|
2022
Q4 | $262K | Sell |
1,093
-359
| -25% | -$86.1K | 0.09% | 68 |
|
|
2022
Q3 | $260K | Buy |
1,452
+149
| +11% | +$26.7K | 0.09% | 67 |
|
|
2022
Q2 | $291K | Hold |
1,303
| – | – | 0.07% | 66 |
|
|
2022
Q1 | $291K | Buy |
+1,303
| New | +$291K | 0.07% | 66 |
|