Beacon Investment Advisors’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 | $2.44M | Buy |
|
|||||
|
2025
Q2 | $1.96M | Buy |
|
|||||
|
2025
Q1 | $1.68M | Buy |
|
|||||
|
2024
Q4 | $1.83M | Buy |
|
|||||
|
2024
Q3 | $1.97M | Buy |
|
|||||
|
2024
Q2 | $1.61M | Buy |
|
|||||
|
2024
Q1 | $1.76M | Buy |
|
|||||
|
2023
Q4 | $1.34M | Buy |
|
|||||
|
2023
Q3 | $1.23M | Buy |
|
|||||
|
2023
Q2 | $1.11M | Sell |
|
|||||
|
2023
Q1 | $1.11M | Buy |
|
|||||
|
2022
Q4 | $1.16M | Buy |
|