BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in CAT — Caterpillar Inc

CIK 1654599 MORRISTOWN, NJ

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$53,792,358

+$16,714,396 QoQ

Shares Held

50,514

-3.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

3.02%

of 13F equity value

Holder Rank

#323

of 4,031 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $53,856,189 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	50,514	$53,792,358
2	PCAR	Paccar Inc	505	$60,660
3	DE	Deere & Co	5	$3,171

All Filings in CAT

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$53,792,358	50,514	-3.5%	Shares	Sole	2026-07-08
2026-03-31	$37,077,962	52,336	-8.4%	Shares	Sole	2026-04-14
2025-12-31	$32,722,334	57,120	+102.9%	Shares	Sole	2026-01-16
2025-09-30	$13,429,386	28,145	+4.5%	Shares	Sole	2025-10-16
2025-06-30	$10,455,659	26,933	+10.0%	Shares	Sole	2025-07-15
2025-03-31	$8,077,791	24,493	+8.8%	Shares	Sole	2025-05-06
2024-12-31	$8,169,355	22,520	+6.8%	Shares	Sole	2025-01-17
2024-09-30	$8,244,418	21,079	+3.7%	Shares	Sole	2024-11-14
2024-06-30	$6,770,923	20,327	-16.4%	Shares	Sole	2024-08-14
2024-03-31	$8,909,379	24,314	+2.7%	Shares	Sole	2024-05-09
2023-12-31	$7,000,282	23,676	-0.8%	Shares	Sole	2024-02-12
2023-09-30	$6,517,602	23,874	+1.1%	Shares	Sole	2023-10-31
2023-06-30	$5,810,962	23,617	+0.6%	Shares	Sole	2023-07-21
2023-03-31	$5,374,078	23,484	+7.6%	Shares	Sole	2023-05-04
2022-12-31	$5,226,959	21,819	+30.1%	Shares	Sole	2023-01-13
2022-09-30	$2,752,113	16,773	-32.0%	Shares	Sole	2022-10-20
2022-06-30	$4,408,042	24,659	+4.3%	Shares	Sole	2022-07-21
2022-03-31	$5,266,127	23,634	+35.9%	Shares	Sole	2022-05-12
2021-12-31	$3,594,381	17,386	-4.5%	Shares	Sole	2022-02-04
2021-09-30	$3,495,965	18,211	+3.3%	Shares	Sole	2021-11-09
2021-06-30	$3,835,728	17,625	+14.2%	Shares	Sole	2021-08-02
2021-03-31	$3,578,449	15,433	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.