Beacon Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $401K | Buy |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $423K | Buy |
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|
2024
Q4 | $447K | Sell |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $372K | Buy |
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $273K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $4.44M | Sell |
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|
2021
Q2 | $4.7M | Sell |
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|
2021
Q1 | $4.59M | Hold |
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|
2020
Q4 | $4.59M | Sell |
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|
2020
Q3 | $3.53M | Sell |
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|
2020
Q2 | $3.02M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $295K | Sell |
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|
2018
Q2 | $349K | Buy |
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|
2018
Q1 | $259K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $336K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $465K | Buy |
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|
2015
Q3 | $316K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $261K | Buy |
|