A detailed history of Beacon Investment Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 5,025 shares of CAT stock, worth $1.84 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
5,025
Previous 4,842 3.78%
Holding current value
$1.84 Million
Previous $1.61 Billion 21.88%
% of portfolio
0.93%
Previous 0.82%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$316.8 - $391.12 $57,974 - $71,574
183 Added 3.78%
5,025 $1.97 Billion
Q2 2024

Aug 14, 2024

BUY
$321.47 - $379.3 $16,716 - $19,723
52 Added 1.09%
4,842 $1.61 Billion
Q1 2024

May 13, 2024

BUY
$278.63 - $366.43 $71,607 - $94,172
257 Added 5.67%
4,790 $1.76 Billion
Q4 2023

Feb 13, 2024

BUY
$226.05 - $298.12 $4,973 - $6,558
22 Added 0.49%
4,533 $1.34 Billion
Q3 2023

Nov 07, 2023

BUY
$240.58 - $288.65 $721 - $865
3 Added 0.07%
4,511 $1.23 Billion
Q2 2023

Aug 03, 2023

SELL
$205.75 - $247.67 $69,955 - $84,207
-340 Reduced 7.01%
4,508 $1.11 Billion
Q1 2023

May 12, 2023

BUY
$215.01 - $264.54 $5,160 - $6,348
24 Added 0.5%
4,848 $1.11 Billion
Q4 2022

Feb 09, 2023

BUY
$171.23 - $243.14 $826,013 - $1.17 Million
4,824 New
4,824 $1.16 Billion

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $193B
  • 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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