Beaton Management Company’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Hold	5,603	–	–	1.06%	30
2025 Q1	$1.85M	Sell	5,603 -50	-0.9%	-$16.5K	0.96%	32
2024 Q4	$2.05M	Hold	5,653	–	–	1.03%	29
2024 Q3	$2.21M	Hold	5,653	–	–	1.12%	27
2024 Q2	$1.88M	Hold	5,653	–	–	1.01%	28
2024 Q1	$2.07M	Hold	5,653	–	–	1.13%	27
2023 Q4	$1.67M	Hold	5,653	–	–	1%	32
2023 Q3	$1.54M	Sell	5,653 -170	-3%	-$46.4K	1%	32
2023 Q2	$1.43M	Hold	5,823	–	–	0.91%	35
2023 Q1	$1.33M	Sell	5,823 -80	-1%	-$18.3K	0.9%	36
2022 Q4	$1.41M	Hold	5,903	–	–	0.95%	34
2022 Q3	$969K	Hold	5,903	–	–	0.73%	41
2022 Q2	$1.06M	Hold	5,903	–	–	0.75%	44
2022 Q1	$1.32M	Buy	5,903 +20	+0.3%	+$4.46K	0.81%	42
2021 Q4	$1.22M	Hold	5,883	–	–	0.73%	44
2021 Q3	$1.13M	Hold	5,883	–	–	0.75%	42
2021 Q2	$1.28M	Hold	5,883	–	–	0.81%	40
2021 Q1	$1.36M	Hold	5,883	–	–	0.94%	35
2020 Q4	$1.07M	Hold	5,883	–	–	0.79%	41
2020 Q3	$877K	Buy	5,883 +100	+2%	+$14.9K	0.72%	44
2020 Q2	$732K	Hold	5,783	–	–	0.65%	54
2020 Q1	$671K	Buy	5,783 +600	+12%	+$69.6K	0.67%	53
2019 Q4	$765K	Sell	5,183 -50	-1%	-$7.38K	0.6%	54
2019 Q3	$661K	Buy	5,233 +207	+4%	+$26.1K	0.54%	58
2019 Q2	$685K	Hold	5,026	–	–	0.57%	58
2019 Q1	$681K	Sell	5,026 -200	-4%	-$27.1K	0.59%	54
2018 Q4	$664K	Sell	5,226 -500	-9%	-$63.5K	0.65%	52
2018 Q3	$873K	Buy	5,726 +400	+8%	+$61K	0.72%	49
2018 Q2	$723K	Sell	5,326 -34	-0.6%	-$4.62K	0.65%	52
2018 Q1	$790K	Buy	5,360 +100	+2%	+$14.7K	0.73%	47
2017 Q4	$829K	Hold	5,260	–	–	0.75%	42
2017 Q3	$656K	Hold	5,260	–	–	0.62%	53
2017 Q2	$565K	Buy	+5,260	New	+$565K	0.56%	57