Beacon Investment Advisory Services, Inc. Caterpillar Inc Transaction History
Beacon Investment Advisory Services, Inc.
- $2.36 Billion
- Q3 2025
A detailed history of Beacon Investment Advisory Services, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 28,145 shares of CAT stock, worth $15.2 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
28,145
Previous 26,933
4.5%
Holding current value
$15.2 Million
Previous $10.5 Million
28.45%
% of portfolio
0.57%
Previous 0.46%
Shares
22 transactions
Others Institutions Holding CAT
# of Institutions
3,467Shares Held
336MCall Options Held
6.66MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$24.9 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$19.6 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$19.4 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$9.56 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.66 Billion0.29% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $286B
- 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...