Beacon Investment Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
26,933
+2,440
| +10% | +$947K | 0.46% | 60 |
|
|
2025
Q1 | $8.08M | Buy |
24,493
+1,973
| +9% | +$651K | 0.38% | 68 |
|
|
2024
Q4 | $8.17M | Buy |
22,520
+1,441
| +7% | +$523K | 0.35% | 68 |
|
|
2024
Q3 | $8.24M | Buy |
21,079
+752
| +4% | +$294K | 0.34% | 66 |
|
|
2024
Q2 | $6.77M | Sell |
20,327
-3,987
| -16% | -$1.33M | 0.29% | 75 |
|
|
2024
Q1 | $8.91M | Buy |
24,314
+638
| +3% | +$234K | 0.38% | 68 |
|
|
2023
Q4 | $7M | Sell |
23,676
-198
| -0.8% | -$58.5K | 0.32% | 72 |
|
|
2023
Q3 | $6.52M | Buy |
23,874
+257
| +1% | +$70.2K | 0.32% | 72 |
|
|
2023
Q2 | $5.81M | Buy |
23,617
+133
| +0.6% | +$32.7K | 0.27% | 81 |
|
|
2023
Q1 | $5.37M | Buy |
23,484
+1,665
| +8% | +$381K | 0.26% | 78 |
|
|
2022
Q4 | $5.23M | Buy |
21,819
+5,046
| +30% | +$1.21M | 0.27% | 80 |
|
|
2022
Q3 | $2.75M | Sell |
16,773
-7,886
| -32% | -$1.29M | 0.15% | 106 |
|
|
2022
Q2 | $4.41M | Buy |
24,659
+1,025
| +4% | +$183K | 0.23% | 91 |
|
|
2022
Q1 | $5.27M | Buy |
23,634
+6,248
| +36% | +$1.39M | 0.22% | 89 |
|
|
2021
Q4 | $3.59M | Sell |
17,386
-825
| -5% | -$171K | 0.14% | 109 |
|
|
2021
Q3 | $3.5M | Buy |
18,211
+586
| +3% | +$112K | 0.14% | 111 |
|
|
2021
Q2 | $3.84M | Buy |
17,625
+2,192
| +14% | +$477K | 0.16% | 108 |
|
|
2021
Q1 | $3.58M | Buy |
+15,433
| New | +$3.58M | 0.16% | 109 |
|
|
2020
Q1 | – | Sell |
-1,700
| Closed | -$251K | – | 238 |
|
|
2019
Q4 | $251K | Sell |
1,700
-482
| -22% | -$71.2K | 0.01% | 228 |
|
|
2019
Q3 | $276K | Buy |
+2,182
| New | +$276K | 0.03% | 209 |
|