BFA
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Beaumont Financial Advisors’s Caterpillar CAT Stock Holding History

Beaumont Financial 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 		$1.94M Sell
1,820
-62
-3% -$54.5K 0.12% 106
2026
Q1 		$1.33M Sell
1,882
-52
-3% -$36K 0.09% 138
2025
Q4 		$1.11M Buy
1,934
+9
+0.5% +$5K 0.07% 156
2025
Q3 		$918K Sell
1,925
-50
-3% -$21.3K 0.06% 167
2025
Q2 		$767K Buy
1,975
+23
+1% +$7.67K 0.06% 176
2025
Q1 		$644K Sell
1,952
-27
-1% -$9.62K 0.05% 194
2024
Q4 		$718K Buy
1,979
+242
+14% +$93.9K 0.05% 181
2024
Q3 		$679K Buy
1,737
+4
+0.2% +$1.38K 0.05% 180
2024
Q2 		$577K Buy
1,733
+109
+7% +$37.8K 0.05% 199
2024
Q1 		$595K Buy
1,624
+6
+0.4% +$1.92K 0.05% 190
2023
Q4 		$478K Buy
1,618
+237
+17% +$61.5K 0.04% 201
2023
Q3 		$377K Sell
1,381
-116
-8% -$31.5K 0.04% 214
2023
Q2 		$368K Buy
1,497
+37
+3% +$8.25K 0.03% 236
2023
Q1 		$334K Buy
1,460
+131
+10% +$31.7K 0.03% 232
2022
Q4 		$318K Buy
1,329
+18
+1% +$3.92K 0.03% 238
2022
Q3 		$215K Buy
1,311
+53
+4% +$9.68K 0.02% 283
2022
Q2 		$225K Buy
1,258
+7
+0.6% +$1.48K 0.02% 278
2022
Q1 		$279K Buy
1,251
+12
+1% +$2.52K 0.02% 293
2021
Q4 		$256K Hold
1,239
– – 0.02% 301
2021
Q3 		$238K Sell
1,239
-10
-0.8% -$2.08K 0.02% 312
2021
Q2 		$272K Buy
1,249
+10
+0.8% +$2.31K 0.02% 307
2021
Q1 		$287K Buy
1,239
+12
+1% +$2.48K 0.02% 284
2020
Q4 		$223K Buy
+1,227
New +$208K 0.02% 311
2019
Q3 		– Sell
-1,707
Closed -$233K – 275
2019
Q2 		$233K Buy
+1,707
New +$226K 0.02% 224

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

Beaumont Financial Advisors's CAT Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Caterpillar (CAT) stake by 3.3% in Q2 2026, selling an estimated $54.5K and leaving 1,820 shares worth $1.94M. The position accounts for 0.12% of the portfolio, ranked #106.

Beaumont Financial Advisors first reported a position in CAT in Q2 2019 and has held it in 24 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Beaumont Financial Advisors held 1,820 shares of Caterpillar worth $1.94M as of Q2 2026.
  • Beaumont Financial Advisors sold 62 Caterpillar shares in Q2 2026, an estimated $54.5K.
  • Caterpillar made up 0.12% of Beaumont Financial Advisors's portfolio in Q2 2026, its #106 holding.
  • Beaumont Financial Advisors first reported a position in Caterpillar in Q2 2019 and has held it in 24 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.