Beacon Pointe Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1744317 NEWPORT BEACH, CA

Position in CAT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$96,572,586

+$29,987,265 QoQ

Shares Held

90,687

-3.5% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#240

of 4,045 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $110,415,683 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (87.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	90,687	$96,572,586
2	DE	Deere & Co	18,651	$11,830,888
3	PCAR	Paccar Inc	11,536	$1,385,704
4	OSK	Oshkosh Corp	4,082	$626,505

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,572,586	90,687	-3.5%	Shares	Sole	2026-08-18
2026-03-31	$66,585,321	93,986	+27.8%	Shares	Sole	2026-05-15
2025-12-31	$42,130,005	73,542	-1.0%	Shares	Sole	2026-02-18
2025-09-30	$35,427,433	74,248	-12.5%	Shares	Sole	2025-11-14
2025-06-30	$32,941,559	84,855	+3.5%	Shares	Sole	2025-08-13
2025-03-31	$27,028,759	81,955	-1.6%	Shares	Sole	2025-05-13
2024-12-31	$30,226,251	83,323	-4.2%	Shares	Sole	2025-02-14
2024-09-30	$34,002,408	86,936	-3.3%	Shares	Sole	2024-11-14
2024-06-30	$29,957,015	89,934	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$33,222,009	90,664	+24.4%	Shares	Sole	2024-05-14
2023-12-31	$21,549,612	72,884	-1.8%	Shares	Sole	2024-02-08
2023-09-30	$20,260,695	74,215	+21.7%	Shares	Sole	2023-11-14
2023-06-30	$15,004,867	60,983	-3.0%	Shares	Sole	2023-08-14
2023-03-31	$14,388,315	62,875	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$14,888,174	62,148	-1.1%	Shares	Sole	2023-02-14
2022-09-30	$10,313,904	62,859	+16.4%	Shares	Sole	2022-11-09
2022-06-30	$9,651,252	53,990	-6.5%	Shares	Sole	2022-08-11
2022-03-31	$12,866,740	57,745	+37.1%	Shares	Sole	2022-05-17
2021-12-31	$8,710,162	42,131	-12.5%	Shares	Sole	2022-02-14
2021-09-30	$9,246,618	48,167	+171.2%	Shares	Sole	2021-11-15
2021-06-30	$3,865,326	17,761	+326.8%	Shares	Sole	2021-08-17
2021-03-31	$964,811	4,161	-11.3%	Shares	Sole	2021-05-18
2020-12-31	$853,491	4,689	+13.9%	Shares	Sole	2021-02-12
2020-09-30	$614,050	4,117	+7.1%	Shares	Sole	2020-11-16
2020-06-30	$486,266	3,844	+51.2%	Shares	Sole	2020-08-14
2020-03-31	$294,973	2,542	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.