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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
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% +$3.25K 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% -$7.17K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Beacon Financial Advisory's CAT Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $33.4K and leaving 2,014 shares worth $2.14M. The position accounts for 0.42% of the portfolio, ranked #50.

Beacon Financial Advisory first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beacon Financial Advisory held 2,014 shares of Caterpillar worth $2.14M as of Q2 2026.
  • Beacon Financial Advisory sold 38 Caterpillar shares in Q2 2026, an estimated $33.4K.
  • Caterpillar made up 0.42% of Beacon Financial Advisory's portfolio in Q2 2026, its #50 holding.
  • Beacon Financial Advisory first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.