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Livermore
Livermore
ZHEN

Beacon Financial Group

SEC CIK
0001591379
Latest filing
Jul 16, 2026

CAT holding history

Caterpillar Inc in every 13F filed by Beacon Financial Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
991
Value
$1.06M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CAT by Beacon Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026991$1.06M0.1%+68+7.4%AddedHolders
Q1 2026923$653.9K0.1%+21+2.3%AddedHolders
Q4 2025902$516.7K0.1%+63+7.5%AddedHolders
Q3 2025839$400.5K<0.1%+4+0.5%AddedHolders
Q2 2025835$324.2K<0.1%−449−35.0%ReducedHolders
Q1 20251,284$423.5K<0.1%+51+4.1%AddedHolders
Q4 20241,233$447.3K<0.1%−112−8.3%ReducedHolders
Q3 20241,345$526.1K0.1%+229+20.5%AddedHolders
Q2 20241,116$371.7K<0.1%+31+2.9%AddedHolders
Q1 20241,085$397.6K<0.1%00.0%UnchangedHolders
Q4 20231,085$320.8K<0.1%+41+3.9%AddedHolders
Q3 20231,044$293.0K<0.1%−67−6.0%ReducedHolders
Q2 20231,111$271.0K<0.1%+24+2.2%AddedHolders
Q1 20231,087$234.0K<0.1%−50−4.4%ReducedHolders
Q4 20221,137$273.0K<0.1%+1,137NewHolders
Q3 20220$00.0%−1,137−100.0%Sold outHolders
Q2 20221,137$210.0K<0.1%−82−6.7%ReducedHolders
Q1 20221,219$273.0K<0.1%+74+6.5%AddedHolders
Q4 20211,145$237.0K<0.1%−21,314−94.9%ReducedHolders
Q3 202122,459$4.44M0.6%−124−0.5%ReducedHolders
Q2 202122,583$4.70M0.7%−761−3.3%ReducedHolders
Q1 202123,344$4.59M0.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.