Position in CAT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,597,559
+$658,164 QoQ
Shares Held
5,078
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026BEACON INVESTMENT ADVISORS LLC holds $10,280,590 across 3 Farm & Heavy Construction Machinery names. CAT ranks #2 (35.0% of the industry book) .
All Filings in CAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,597,559 | 5,078 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,939,395 | 5,131 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,444,439 | 5,123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,977,541 | 5,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,676,373 | 5,083 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,830,124 | 5,045 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,965,378 | 5,025 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,612,870 | 4,842 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,755,199 | 4,790 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,340,272 | 4,533 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,231,503 | 4,511 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,109,193 | 4,508 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,109,416 | 4,848 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,155,637 | 4,824 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||