How many shares of CAT does Beacon Pointe Advisors, LLC own?

As of 2026-Q2, Beacon Pointe Advisors, LLC holds 90,687 shares of CAT (CATERPILLAR INC).

What is Beacon Pointe Advisors, LLC's CAT position worth?

As of 2026-Q2, Beacon Pointe Advisors, LLC's CAT position is worth $96.6M.

Is Beacon Pointe Advisors, LLC buying or selling CAT?

In 2026-Q2, Beacon Pointe Advisors, LLC decreased their CAT position (-3.5% change in shares).

When did Beacon Pointe Advisors, LLC first buy CAT?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in CAT in 2019-Q2. They have held the position across 28 quarters.

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Beacon Pointe Advisors, LLC

CAT
28 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in CATERPILLAR INC

Current Value

$96.6M

Current Shares

90,687

Total Value Change

+$96.3M

Total Shares Change

+88,977

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	90,687	-3.5%	$96.6M	0.4%	$1,062.93	0
2026-Q1	Increased	93,986	+27.8%	$66.6M	0.4%	$705.80	44
2025-Q4	Decreased	73,542	-0.9%	$42.1M	0.3%	$569.39	0
2025-Q3	Decreased	74,248	-12.5%	$35.4M	0.3%	$472.89	0
2025-Q2	Increased	84,855	+3.5%	$32.9M	0.3%	$383.34	36
2025-Q1	Decreased	81,955	-1.6%	$27M	0.3%	$324.10	0
2024-Q4	Decreased	83,323	-4.2%	$30.2M	0.3%	$355.19	0
2024-Q3	Decreased	86,936	-3.3%	$34M	0.4%	$381.59	0
2024-Q2	Decreased	89,934	-0.8%	$30M	0.4%	$323.67	0
2024-Q1	Increased	90,664	+24.4%	$33.2M	0.4%	$354.76	42
2023-Q4	Decreased	72,884	-1.8%	$21.5M	0.3%	$284.93	0
2023-Q3	Increased	74,215	+21.7%	$20.3M	0.3%	$261.73	41
2023-Q2	Decreased	60,983	-3.0%	$15M	0.2%	$234.73	0
2023-Q1	Increased	62,875	+1.2%	$14.4M	0.2%	$217.14	34
2022-Q4	Decreased	62,148	-1.1%	$14.9M	0.3%	$226.23	0
2022-Q3	Increased	62,859	+16.4%	$10.3M	0.2%	$153.92	38
2022-Q2	Decreased	53,990	-6.5%	$9.7M	0.2%	$166.53	0
2022-Q1	Increased	57,745	+37.1%	$12.9M	0.2%	$206.59	44
2021-Q4	Decreased	42,131	-12.5%	$8.7M	0.2%	$190.75	0
2021-Q3	Increased	48,167	+171.2%	$9.2M	0.2%	$176.15	53
2021-Q2	Increased	17,761	+326.8%	$3.9M	0.1%	$198.63	51
2021-Q1	Decreased	4,161	-11.3%	$964,000	0.1%	$210.68	0
2020-Q4	Increased	4,689	+13.9%	$852,000	0.1%	$164.51	28
2020-Q3	Increased	4,117	+7.1%	$614,000	0.1%	$133.98	26
2020-Q2	Increased	3,844	+51.2%	$487,000	0.0%	$112.79	34
2020-Q1	New	2,542	-	$295,000	0.0%	$102.52	32
2019-Q3	Exited	0	-100.0%	$0	0.0%	$109.95	0
2019-Q2	New	1,710	-	$233,000	0.1%	$117.74	32

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

CAT28 quarters

CAT
28 quarters