BFS
CAT icon

Beacon Financial Strategies’s Caterpillar CAT Stock Holding History

Beacon Financial Strategies’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 		$106K Hold
100
– – 0.05% 67
2026
Q1 		$70.8K Hold
100
– – 0.04% 65
2025
Q4 		$57.3K Buy
+100
New +$55.6K 0.03% 72

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Beacon Financial Strategies held its Caterpillar (CAT) position steady in Q2 2026 at 100 shares worth $106K. The position accounts for 0.05% of the portfolio, ranked #67.

Beacon Financial Strategies first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beacon Financial Strategies held 100 shares of Caterpillar worth $106K as of Q2 2026.
  • Beacon Financial Strategies left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.05% of Beacon Financial Strategies's portfolio in Q2 2026, its #67 holding.
  • Beacon Financial Strategies first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.