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 21,079 shares of CAT stock, worth $7.92 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
21,079
Previous 20,327 3.7%
Holding current value
$7.92 Million
Previous $6.77 Million 21.77%
% of portfolio
0.35%
Previous 0.29%

Shares

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

Nov 14, 2024

BUY
$316.8 - $391.12 $238,233 - $294,122
752 Added 3.7%
21,079 $8.24 Million
Q2 2024

Aug 14, 2024

SELL
$321.47 - $379.3 $1.28 Million - $1.51 Million
-3,987 Reduced 16.4%
20,327 $6.77 Million
Q1 2024

May 09, 2024

BUY
$278.63 - $366.43 $177,765 - $233,782
638 Added 2.69%
24,314 $8.91 Million
Q4 2023

Feb 12, 2024

SELL
$226.05 - $298.12 $44,757 - $59,027
-198 Reduced 0.83%
23,676 $7 Million
Q3 2023

Oct 31, 2023

BUY
$240.58 - $288.65 $61,829 - $74,183
257 Added 1.09%
23,874 $6.52 Million
Q2 2023

Jul 21, 2023

BUY
$205.75 - $247.67 $27,364 - $32,940
133 Added 0.57%
23,617 $5.81 Million
Q1 2023

May 04, 2023

BUY
$215.01 - $264.54 $357,991 - $440,459
1,665 Added 7.63%
23,484 $5.37 Million
Q4 2022

Jan 13, 2023

BUY
$171.23 - $243.14 $864,026 - $1.23 Million
5,046 Added 30.08%
21,819 $0
Q3 2022

Oct 20, 2022

SELL
$162.44 - $198.25 $1.28 Million - $1.56 Million
-7,886 Reduced 31.98%
16,773 $2.75 Million
Q2 2022

Jul 21, 2022

BUY
$178.67 - $235.08 $183,136 - $240,957
1,025 Added 4.34%
24,659 $4.41 Million
Q1 2022

May 12, 2022

BUY
$182.83 - $229.87 $1.14 Million - $1.44 Million
6,248 Added 35.94%
23,634 $5.27 Million
Q4 2021

Feb 04, 2022

SELL
$188.94 - $214.25 $155,875 - $176,756
-825 Reduced 4.53%
17,386 $3.59 Million
Q3 2021

Nov 09, 2021

BUY
$189.84 - $221.66 $111,246 - $129,892
586 Added 3.32%
18,211 $3.5 Million
Q2 2021

Aug 02, 2021

BUY
$208.86 - $244.79 $457,821 - $536,579
2,192 Added 14.2%
17,625 $3.84 Million
Q1 2021

May 21, 2021

BUY
$180.63 - $233.63 $2.79 Million - $3.61 Million
15,433 New
15,433 $3.58 Million
Q1 2020

May 05, 2020

SELL
$91.85 - $150.53 $156,145 - $255,901
-1,700 Closed
0 $0
Q4 2019

Jan 31, 2020

SELL
$117.97 - $148.5 $56,861 - $71,577
-482 Reduced 22.09%
1,700 $251,000
Q3 2019

Oct 29, 2019

BUY
$113.38 - $139.64 $247,395 - $304,694
2,182 New
2,182 $276,000

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 $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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