Beacon Pointe 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
Q2 | $32.9M | Buy |
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|
2025
Q1 | $27M | Sell |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $34M | Sell |
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|
2024
Q2 | $30M | Sell |
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|
2024
Q1 | $33.2M | Buy |
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|
2023
Q4 | $21.5M | Sell |
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|
2023
Q3 | $20.3M | Buy |
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|
2023
Q2 | $15M | Sell |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $14.9M | Sell |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $9.66M | Sell |
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|
2022
Q1 | $12.9M | Buy |
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|
2021
Q4 | $8.71M | Sell |
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|
2021
Q3 | $9.25M | Buy |
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|
2021
Q2 | $3.87M | Buy |
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|
2021
Q1 | $964K | Sell |
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|
2020
Q4 | $852K | Buy |
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|
2020
Q3 | $614K | Buy |
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|
2020
Q2 | $487K | Buy |
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|
2020
Q1 | $295K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $233K | Buy |
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