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Beacon Investment Advisors’s Caterpillar CAT Stock Holding History

Beacon Investment Advisors’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 		$5.4M Sell
5,073
-5
-0.1% -$4.39K 1.7% 14
2026
Q1 		$3.6M Sell
5,078
-53
-1% -$36.7K 1.36% 21
2025
Q4 		$2.94M Buy
5,131
+8
+0.2% +$4.45K 1.18% 23
2025
Q3 		$2.44M Buy
5,123
+29
+0.6% +$12.4K 1% 27
2025
Q2 		$1.96M Buy
5,094
+11
+0.2% +$3.67K 0.85% 31
2025
Q1 		$1.68M Buy
5,083
+38
+0.8% +$13.5K 0.79% 33
2024
Q4 		$1.83M Buy
5,045
+20
+0.4% +$7.76K 0.86% 29
2024
Q3 		$1.97M Buy
5,025
+183
+4% +$63.2K 0.93% 28
2024
Q2 		$1.61M Buy
4,842
+52
+1% +$18K 0.83% 34
2024
Q1 		$1.76M Buy
4,790
+257
+6% +$82.1K 1% 30
2023
Q4 		$1.34M Buy
4,533
+22
+0.5% +$5.71K 0.86% 38
2023
Q3 		$1.23M Buy
4,511
+3
+0.1% +$814 0.87% 37
2023
Q2 		$1.11M Sell
4,508
-340
-7% -$75.8K 0.76% 41
2023
Q1 		$1.11M Buy
4,848
+24
+0.5% +$5.8K 0.81% 37
2022
Q4 		$1.16M Buy
+4,824
New +$1.05M 0.97% 32

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 Investment Advisors's CAT Position: Q2 2026 in Review

Beacon Investment Advisors reduced its Caterpillar (CAT) stake by 0.1% in Q2 2026, selling an estimated $4.39K and leaving 5,073 shares worth $5.4M. The position accounts for 1.7% of the portfolio, ranked #14.

Beacon Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beacon Investment Advisors held 5,073 shares of Caterpillar worth $5.4M as of Q2 2026.
  • Beacon Investment Advisors sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
  • Caterpillar made up 1.7% of Beacon Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Beacon Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.