Beacon Financial Group Caterpillar Inc Transaction History

Beacon Financial Group

  • $913 Million
  • Q3 2024

A detailed history of Beacon Financial Group transactions in Caterpillar Inc stock. As of the latest transaction made, Beacon Financial Group holds 1,345 shares of CAT stock, worth $505,451. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,345
Previous 1,116 20.52%
Holding current value
$505,451
Previous $371,000 41.78%
% of portfolio
0.06%
Previous 0.04%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,127
Shares Held
336M
Call Options Held
6.57M
Put Options Held
7.63M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $198B
  • 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...
More about CAT
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