Beacon Financial Advisory
CAT icon

Beacon Financial Advisory’s Caterpillar CAT Stock Holding History

Beacon Financial Advisory’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
Q3 		$1.66M Buy
2,048
+34
+2% +$28.8K 0.31% 69
2026
Q2 		$2.14M Sell
2,014
-38
-2% -$33.4K 0.42% 50
2026
Q1 		$1.45M Buy
2,052
+11
+0.5% +$7.62K 0.33% 69
2025
Q4 		$1.17M Buy
2,041
+8
+0.4% +$4.45K 0.27% 90
2025
Q3 		$970K Sell
2,033
-31
-2% -$13.2K 0.22% 118
2025
Q2 		$801K Buy
2,064
+85
+4% +$28.3K 0.21% 135
2025
Q1 		$653K Buy
1,979
+22
+1% +$7.84K 0.2% 136
2024
Q4 		$710K Buy
1,957
+20
+1% +$7.76K 0.23% 119
2024
Q3 		$758K Sell
1,937
-64
-3% -$22.1K 0.26% 113
2024
Q2 		$667K Buy
2,001
+1,121
+127% +$389K 0.25% 118
2024
Q1 		$322K Sell
880
-13
-1% -$4.16K 0.16% 175
2023
Q4 		$264K Sell
893
-358
-29% -$92.9K 0.13% 206
2023
Q3 		$341K Buy
1,251
+12
+1% +$3.26K 0.19% 152
2023
Q2 		$305K Buy
1,239
+1
+0.1% +$223 0.18% 164
2023
Q1 		$283K Hold
1,238
– – 0.18% 157
2022
Q4 		$296K Buy
1,238
+1
+0.1% +$218 0.21% 143
2022
Q3 		$203K Sell
1,237
-284
-19% -$51.9K 0.14% 178
2022
Q2 		$272K Sell
1,521
-34
-2% -$7.16K 0.15% 171
2022
Q1 		$346K Buy
1,555
+2
+0.1% +$419 0.17% 155
2021
Q4 		$321K Buy
1,553
+285
+22% +$57.4K 0.15% 170
2021
Q3 		$243K Buy
1,268
+60
+5% +$12.5K 0.13% 198
2021
Q2 		$263K Buy
1,208
+90
+8% +$20.8K 0.14% 180
2021
Q1 		$259K Buy
+1,118
New +$231K 0.15% 170
2020
Q3 		– Sell
-2,637
Closed -$333K – 177
2020
Q2 		$333K Sell
2,637
-151
-5% -$17.9K 0.36% 94
2020
Q1 		$323K Sell
2,788
-968
-26% -$124K 0.41% 80
2019
Q4 		$554K Buy
+3,756
New +$524K 0.47% 59

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Beacon Financial Advisory's CAT Position: Q3 2026 in Review

Beacon Financial Advisory increased its Caterpillar (CAT) stake by 1.7% in Q3 2026, buying an estimated $28.8K and bringing the position to 2,048 shares worth $1.66M. The position accounts for 0.31% of the portfolio, ranked #69.

Beacon Financial Advisory first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.14M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Beacon Financial Advisory held 2,048 shares of Caterpillar worth $1.66M as of Q3 2026.
  • Beacon Financial Advisory bought 34 Caterpillar shares in Q3 2026, an estimated $28.8K.
  • Caterpillar made up 0.31% of Beacon Financial Advisory's portfolio in Q3 2026, its #69 holding.
  • Beacon Financial Advisory first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Caterpillar position peaked at $2.14M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.