Beacon Investment Advisory Services’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 | $13.4M | Buy |
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|
2025
Q2 | $10.5M | Buy |
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|
2025
Q1 | $8.08M | Buy |
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|
2024
Q4 | $8.17M | Buy |
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|
2024
Q3 | $8.24M | Buy |
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|
2024
Q2 | $6.77M | Sell |
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|
2024
Q1 | $8.91M | Buy |
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|
2023
Q4 | $7M | Sell |
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|
2023
Q3 | $6.52M | Buy |
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|
2023
Q2 | $5.81M | Buy |
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|
2023
Q1 | $5.37M | Buy |
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|
2022
Q4 | $5.23M | Buy |
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|
2022
Q3 | $2.75M | Sell |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $5.27M | Buy |
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|
2021
Q4 | $3.59M | Sell |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $276K | Buy |
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