Beacon Financial Group Caterpillar Inc Transaction History

Beacon Financial Group

$944 Million
Q3 2025

A detailed history of Beacon Financial Group transactions in Caterpillar Inc stock. As of the latest transaction made, Beacon Financial Group holds 839 shares of CAT stock, worth $440,181. This represents 0.04% of its overall portfolio holdings.

Number of Shares

839

Previous 835 0.48%

Holding current value

$440,181

Previous $324,000 23.46%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$390.92 - $477.15 $1,563 - $1,908	4 Added 0.48%	839 $400,000
Q2 2025 Jul 09, 2025	SELL	$273.94 - $388.21 $122,999 - $174,306	-449 Reduced 34.97%	835 $324,000
Q1 2025 Apr 10, 2025	BUY	$326.75 - $407.63 $16,664 - $20,789	51 Added 4.14%	1,284 $423,000
Q4 2024 Jan 29, 2025	SELL	$360.37 - $416.88 $40,361 - $46,690	-112 Reduced 8.33%	1,233 $447,000
Q3 2024 Nov 12, 2024	BUY	$316.8 - $391.12 $72,547 - $89,566	229 Added 20.52%	1,345 $526,000
Q2 2024 Aug 06, 2024	BUY	$321.47 - $379.3 $9,965 - $11,758	31 Added 2.86%	1,116 $371,000
Q4 2023 Feb 23, 2024	BUY	$226.05 - $298.12 $9,268 - $12,222	41 Added 3.93%	1,085 $320,000
Q3 2023 Oct 16, 2023	SELL	$240.58 - $288.65 $16,118 - $19,339	-67 Reduced 6.03%	1,044 $293,000
Q2 2023 Jul 20, 2023	BUY	$205.75 - $247.67 $4,938 - $5,944	24 Added 2.21%	1,111 $271,000
Q1 2023 Apr 14, 2023	SELL	$215.01 - $264.54 $10,750 - $13,227	-50 Reduced 4.4%	1,087 $234,000
Q4 2022 Jan 19, 2023	BUY	$171.23 - $243.14 $194,688 - $276,450	1,137 New	1,137 $273,000
Q2 2022 Jul 19, 2022	SELL	$178.67 - $235.08 $14,650 - $19,276	-82 Reduced 6.73%	1,137 $210,000
Q1 2022 Apr 08, 2022	BUY	$182.83 - $229.87 $13,529 - $17,010	74 Added 6.46%	1,219 $273,000
Q4 2021 Jan 07, 2022	SELL	$188.94 - $214.25 $4.03 Million - $4.57 Million	-21,314 Reduced 94.9%	1,145 $237,000
Q3 2021 Oct 13, 2021	SELL	$189.84 - $221.66 $23,540 - $27,485	-124 Reduced 0.55%	22,459 $4.44 Million
Q2 2021 Jul 26, 2021	SELL	$208.86 - $244.79 $158,942 - $186,285	-761 Reduced 3.26%	22,583 $4.7 Million
Q4 2020 Jan 15, 2021	SELL	$146.71 - $182.21 $47,974 - $59,582	-327 Reduced 1.38%	23,344 $4.59 Million
Q3 2020 Oct 13, 2020	SELL	$125.73 - $153.87 $60,601 - $74,165	-482 Reduced 2.0%	23,671 $3.53 Million
Q2 2020 Aug 05, 2020	BUY	$104.48 - $137.72 $2.52 Million - $3.33 Million	24,153 New	24,153 $3.03 Million
Q4 2018 Jan 16, 2019	SELL	$112.34 - $158.22 $217,490 - $306,313	-1,936 Closed	0 $0
Q3 2018 Oct 10, 2018	SELL	$132.02 - $156.38 $83,964 - $99,457	-636 Reduced 24.73%	1,936 $295,000
Q2 2018 Jul 11, 2018	BUY	$134.61 - $158.92 $109,303 - $129,043	812 Added 46.14%	2,572 $349,000
Q1 2018 Apr 06, 2018	BUY	$144.29 - $170.89 $253,950 - $300,766	1,760 New	1,760 $259,000

Others Institutions Holding CAT

# of Institutions

3,495

Shares Held

336M

Call Options Held

6.66M

Put Options Held

7.18M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $277B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

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Beacon Financial Group Caterpillar Inc Transaction History