Beacon Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
5,094
+11
| +0.2% | +$4.23K | 0.85% | 31 |
|
|
2025
Q1 | $1.68M | Buy |
5,083
+38
| +0.8% | +$12.5K | 0.79% | 33 |
|
|
2024
Q4 | $1.83M | Buy |
5,045
+20
| +0.4% | +$7.26K | 0.86% | 29 |
|
|
2024
Q3 | $1.97M | Buy |
5,025
+183
| +4% | +$71.6K | 0.93% | 28 |
|
|
2024
Q2 | $1.61M | Buy |
4,842
+52
| +1% | +$17.3K | 0.83% | 34 |
|
|
2024
Q1 | $1.76M | Buy |
4,790
+257
| +6% | +$94.2K | 1% | 30 |
|
|
2023
Q4 | $1.34M | Buy |
4,533
+22
| +0.5% | +$6.51K | 0.86% | 38 |
|
|
2023
Q3 | $1.23M | Buy |
4,511
+3
| +0.1% | +$819 | 0.87% | 37 |
|
|
2023
Q2 | $1.11M | Sell |
4,508
-340
| -7% | -$83.6K | 0.76% | 41 |
|
|
2023
Q1 | $1.11M | Buy |
4,848
+24
| +0.5% | +$5.49K | 0.81% | 37 |
|
|
2022
Q4 | $1.16M | Buy |
+4,824
| New | +$1.16M | 0.97% | 32 |
|