Beacon Wealthcare LLC’s Caterpillar CAT Stock Holding History

Beacon Wealthcare LLC’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 Q3	$293K	Buy	+362	New	+$307K	0.09%	24

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Beacon Wealthcare LLC's CAT Position: Q3 2026 in Review

Beacon Wealthcare LLC opened a new position in Caterpillar (CAT) in Q3 2026: 362 shares worth $293K. The stake represents 0.09% of the portfolio and ranks #24 among its holdings.

1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Beacon Wealthcare LLC held 362 shares of Caterpillar worth $293K as of Q3 2026.
Caterpillar was a new Beacon Wealthcare LLC position in Q3 2026.
Caterpillar made up 0.09% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #24 holding.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.