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Beacon Pointe Advisors’s Caterpillar CAT Stock Holding History

Beacon Pointe 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
Q2 		$96.6M Sell
90,687
-3,299
-4% -$2.9M 0.45% 46
2026
Q1 		$66.6M Buy
93,986
+20,444
+28% +$14.2M 0.35% 63
2025
Q4 		$42.1M Sell
73,542
-706
-1% -$392K 0.3% 78
2025
Q3 		$35.4M Sell
74,248
-10,607
-13% -$4.53M 0.3% 70
2025
Q2 		$32.9M Buy
84,855
+2,900
+4% +$967K 0.34% 55
2025
Q1 		$27M Sell
81,955
-1,368
-2% -$487K 0.3% 72
2024
Q4 		$30.2M Sell
83,323
-3,613
-4% -$1.4M 0.33% 58
2024
Q3 		$34M Sell
86,936
-2,998
-3% -$1.04M 0.39% 55
2024
Q2 		$30M Sell
89,934
-730
-0.8% -$253K 0.35% 59
2024
Q1 		$33.2M Buy
90,664
+17,780
+24% +$5.68M 0.37% 52
2023
Q4 		$21.5M Sell
72,884
-1,331
-2% -$345K 0.26% 89
2023
Q3 		$20.3M Buy
74,215
+13,232
+22% +$3.59M 0.25% 94
2023
Q2 		$15M Sell
60,983
-1,892
-3% -$422K 0.25% 95
2023
Q1 		$14.4M Buy
62,875
+727
+1% +$176K 0.25% 96
2022
Q4 		$14.9M Sell
62,148
-711
-1% -$155K 0.29% 83
2022
Q3 		$10.3M Buy
62,859
+8,869
+16% +$1.62M 0.23% 101
2022
Q2 		$9.66M Sell
53,990
-3,755
-7% -$791K 0.2% 115
2022
Q1 		$12.9M Buy
57,745
+15,614
+37% +$3.27M 0.18% 127
2021
Q4 		$8.71M Sell
42,131
-6,036
-13% -$1.22M 0.23% 97
2021
Q3 		$9.25M Buy
48,167
+30,406
+171% +$6.33M 0.23% 106
2021
Q2 		$3.87M Buy
17,761
+13,600
+327% +$3.14M 0.14% 149
2021
Q1 		$964K Sell
4,161
-528
-11% -$109K 0.06% 216
2020
Q4 		$852K Buy
4,689
+572
+14% +$97K 0.06% 215
2020
Q3 		$614K Buy
4,117
+273
+7% +$38.4K 0.06% 209
2020
Q2 		$487K Buy
3,844
+1,302
+51% +$154K 0.05% 233
2020
Q1 		$295K Buy
+2,542
New +$325K 0.05% 236
2019
Q3 		– Sell
-1,710
Closed -$233K – 179
2019
Q2 		$233K Buy
+1,710
New +$226K 0.09% 180

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Beacon Pointe Advisors's CAT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $2.9M and leaving 90,687 shares worth $96.6M. The position accounts for 0.45% of the portfolio, ranked #46.

Beacon Pointe Advisors first reported a position in CAT in Q2 2019 and has held it in 27 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beacon Pointe Advisors held 90,687 shares of Caterpillar worth $96.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 3,299 Caterpillar shares in Q2 2026, an estimated $2.9M.
  • Caterpillar made up 0.45% of Beacon Pointe Advisors's portfolio in Q2 2026, its #46 holding.
  • Beacon Pointe Advisors first reported a position in Caterpillar in Q2 2019 and has held it in 27 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.