Beaton Management Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.06M | Sell |
5,733
-50
| -0.9% | -$34.6K | 1.81% | 15 |
|
|
2025
Q4 | $3.31M | Buy |
5,783
+180
| +3% | +$100K | 1.46% | 21 |
|
|
2025
Q3 | $2.67M | Hold |
5,603
| – | – | 1.22% | 30 |
|
|
2025
Q2 | $2.17M | Hold |
5,603
| – | – | 1.06% | 30 |
|
|
2025
Q1 | $1.85M | Sell |
5,603
-50
| -0.9% | -$17.8K | 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% | -$46.1K | 1% | 32 |
|
|
2023
Q2 | $1.43M | Hold |
5,823
| – | – | 0.91% | 35 |
|
|
2023
Q1 | $1.33M | Sell |
5,823
-80
| -1% | -$19.3K | 0.9% | 36 |
|
|
2022
Q4 | $1.41M | Hold |
5,903
| – | – | 0.95% | 34 |
|
|
2022
Q3 | $969K | Hold |
5,903
| – | – | 0.73% | 41 |
|
|
2022
Q2 | $1.05M | Hold |
5,903
| – | – | 0.75% | 44 |
|
|
2022
Q1 | $1.31M | Buy |
5,903
+20
| +0.3% | +$4.2K | 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% | +$14K | 0.72% | 44 |
|
|
2020
Q2 | $732K | Hold |
5,783
| – | – | 0.65% | 54 |
|
|
2020
Q1 | $671K | Buy |
5,783
+600
| +12% | +$76.6K | 0.67% | 53 |
|
|
2019
Q4 | $765K | Sell |
5,183
-50
| -1% | -$6.98K | 0.6% | 54 |
|
|
2019
Q3 | $661K | Buy |
5,233
+207
| +4% | +$26.3K | 0.54% | 58 |
|
|
2019
Q2 | $685K | Hold |
5,026
| – | – | 0.57% | 58 |
|
|
2019
Q1 | $681K | Sell |
5,026
-200
| -4% | -$26.6K | 0.59% | 54 |
|
|
2018
Q4 | $664K | Sell |
5,226
-500
| -9% | -$65.1K | 0.65% | 52 |
|
|
2018
Q3 | $873K | Buy |
5,726
+400
| +8% | +$56.6K | 0.72% | 49 |
|
|
2018
Q2 | $723K | Sell |
5,326
-34
| -0.6% | -$5.08K | 0.65% | 52 |
|
|
2018
Q1 | $790K | Buy |
5,360
+100
| +2% | +$15.8K | 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 | +$534K | 0.56% | 57 |
|
Other funds holding CAT
VCM
VPM
Beaton Management Company's CAT Position: Q1 2026 in Review
Beaton Management Company reduced its Caterpillar (CAT) stake by 0.86% in Q1 2026, selling an estimated $34.6K and leaving 5,733 shares worth $4.06M. The position accounts for 1.81% of the portfolio, ranked #15.
Beaton Management Company first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Beaton Management Company held 5,733 shares of Caterpillar worth $4.06M as of Q1 2026.
- Beaton Management Company sold 50 Caterpillar shares in Q1 2026, an estimated $34.6K.
- Caterpillar made up 1.81% of Beaton Management Company's portfolio in Q1 2026, its #15 holding.
- Beaton Management Company first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
- 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.