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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.06M | Buy |
991
+68
| +7% | +$59.7K | 0.1% | 177 |
|
|
2026
Q1 | $654K | Buy |
923
+21
| +2% | +$14.5K | 0.07% | 208 |
|
|
2025
Q4 | $517K | Buy |
902
+63
| +8% | +$35K | 0.05% | 230 |
|
|
2025
Q3 | $401K | Buy |
839
+4
| +0.5% | +$1.71K | 0.04% | 256 |
|
|
2025
Q2 | $324K | Sell |
835
-449
| -35% | -$150K | 0.03% | 284 |
|
|
2025
Q1 | $423K | Buy |
1,284
+51
| +4% | +$18.2K | 0.05% | 237 |
|
|
2024
Q4 | $447K | Sell |
1,233
-112
| -8% | -$43.4K | 0.05% | 234 |
|
|
2024
Q3 | $526K | Buy |
1,345
+229
| +21% | +$79.1K | 0.06% | 213 |
|
|
2024
Q2 | $372K | Buy |
1,116
+31
| +3% | +$10.7K | 0.04% | 238 |
|
|
2024
Q1 | $398K | Hold |
1,085
| – | – | 0.05% | 233 |
|
|
2023
Q4 | $321K | Buy |
1,085
+41
| +4% | +$10.6K | 0.04% | 251 |
|
|
2023
Q3 | $293K | Sell |
1,044
-67
| -6% | -$18.2K | 0.04% | 214 |
|
|
2023
Q2 | $271K | Buy |
1,111
+24
| +2% | +$5.35K | 0.04% | 212 |
|
|
2023
Q1 | $234K | Sell |
1,087
-50
| -4% | -$12.1K | 0.03% | 215 |
|
|
2022
Q4 | $273K | Buy |
+1,137
| New | +$248K | 0.04% | 215 |
|
|
2022
Q3 | – | Sell |
-1,137
| Closed | -$210K | – | 226 |
|
|
2022
Q2 | $210K | Sell |
1,137
-82
| -7% | -$17.3K | 0.03% | 219 |
|
|
2022
Q1 | $273K | Buy |
1,219
+74
| +6% | +$15.5K | 0.04% | 226 |
|
|
2021
Q4 | $237K | Sell |
1,145
-21,314
| -95% | -$4.29M | 0.03% | 222 |
|
|
2021
Q3 | $4.44M | Sell |
22,459
-124
| -0.5% | -$25.8K | 0.6% | 53 |
|
|
2021
Q2 | $4.7M | Sell |
22,583
-761
| -3% | -$176K | 0.67% | 50 |
|
|
2021
Q1 | $4.59M | Hold |
23,344
| – | – | 0.72% | 42 |
|
|
2020
Q4 | $4.59M | Sell |
23,344
-327
| -1% | -$55.5K | 0.72% | 42 |
|
|
2020
Q3 | $3.53M | Sell |
23,671
-482
| -2% | -$67.7K | 0.63% | 51 |
|
|
2020
Q2 | $3.02M | Buy |
+24,153
| New | +$2.86M | 0.58% | 57 |
|
|
2018
Q4 | – | Sell |
-1,936
| Closed | -$295K | – | 176 |
|
|
2018
Q3 | $295K | Sell |
1,936
-636
| -25% | -$90K | 0.05% | 168 |
|
|
2018
Q2 | $349K | Buy |
2,572
+812
| +46% | +$121K | 0.06% | 159 |
|
|
2018
Q1 | $259K | Buy |
+1,760
| New | +$278K | 0.04% | 188 |
|
|
2017
Q1 | – | Sell |
-3,629
| Closed | -$336K | – | 177 |
|
|
2016
Q4 | $336K | Buy |
+3,629
| New | +$329K | 0.07% | 154 |
|
|
2016
Q1 | – | Sell |
-6,772
| Closed | -$465K | – | 171 |
|
|
2015
Q4 | $465K | Buy |
6,772
+1,857
| +38% | +$130K | 0.11% | 119 |
|
|
2015
Q3 | $316K | Buy |
+4,915
| New | +$376K | 0.08% | 140 |
|
|
2014
Q4 | – | Sell |
-2,622
| Closed | -$261K | – | 190 |
|
|
2014
Q3 | $261K | Buy |
+2,622
| New | +$278K | 0.06% | 166 |
|
Other funds holding CAT
ECSS
MG
SMDAM
Beacon Financial Group's CAT Position: Q2 2026 in Review
Beacon Financial Group increased its Caterpillar (CAT) stake by 7.4% in Q2 2026, buying an estimated $59.7K and bringing the position to 991 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #177.
Beacon Financial Group first reported a position in CAT in Q3 2014 and has held it in 31 quarters since. The position peaked at $4.7M in Q2 2021. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Beacon Financial Group held 991 shares of Caterpillar worth $1.06M as of Q2 2026.
- Beacon Financial Group bought 68 Caterpillar shares in Q2 2026, an estimated $59.7K.
- Caterpillar made up 0.1% of Beacon Financial Group's portfolio in Q2 2026, its #177 holding.
- Beacon Financial Group first reported a position in Caterpillar in Q3 2014 and has held it in 31 quarters since.
- Beacon Financial Group's Caterpillar position peaked at $4.7M in Q2 2021.
- 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.