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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Investment Advisors's CAT Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Caterpillar (CAT) stake by 1% in Q1 2026, selling an estimated $36.7K and leaving 5,078 shares worth $3.6M. The position accounts for 1.36% of the portfolio, ranked #21.

Beacon Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Beacon Investment Advisors held 5,078 shares of Caterpillar worth $3.6M as of Q1 2026.
Beacon Investment Advisors sold 53 Caterpillar shares in Q1 2026, an estimated $36.7K.
Caterpillar made up 1.36% of Beacon Investment Advisors's portfolio in Q1 2026, its #21 holding.
Beacon Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.