Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

CAT holding history

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

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 90,687
Value: $96.6M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	90,687	$96.6M	0.4%	−3,299−3.5%	Reduced	Holders
Q1 2026	93,986	$66.6M	0.4%	+20,444+27.8%	Added	Holders
Q4 2025	73,542	$42.1M	0.3%	−706−1.0%	Reduced	Holders
Q3 2025	74,248	$35.4M	0.3%	−10,607−12.5%	Reduced	Holders
Q2 2025	84,855	$32.9M	0.3%	+2,900+3.5%	Added	Holders
Q1 2025	81,955	$27.0M	0.3%	−1,368−1.6%	Reduced	Holders
Q4 2024	83,323	$30.2M	0.3%	−3,613−4.2%	Reduced	Holders
Q3 2024	86,936	$34.0M	0.4%	−2,998−3.3%	Reduced	Holders
Q2 2024	89,934	$30.0M	0.4%	−730−0.8%	Reduced	Holders
Q1 2024	90,664	$33.2M	0.4%	+17,780+24.4%	Added	Holders
Q4 2023	72,884	$21.5M	0.3%	−1,331−1.8%	Reduced	Holders
Q3 2023	74,215	$20.3M	0.3%	+13,232+21.7%	Added	Holders
Q2 2023	60,983	$15.0M	0.2%	−1,892−3.0%	Reduced	Holders
Q1 2023	62,875	$14.4M	0.2%	+727+1.2%	Added	Holders
Q4 2022	62,148	$14.9M	0.3%	−711−1.1%	Reduced	Holders
Q3 2022	62,859	$10.3M	0.2%	+8,869+16.4%	Added	Holders
Q2 2022	53,990	$9.66M	0.2%	−3,755−6.5%	Reduced	Holders
Q1 2022	57,745	$12.9M	0.2%	+15,614+37.1%	Added	Holders
Q4 2021	42,131	$8.71M	0.2%	−6,036−12.5%	Reduced	Holders
Q3 2021	48,167	$9.25M	0.2%	+30,406+171.2%	Added	Holders
Q2 2021	17,761	$3.87M	0.1%	+13,600+326.8%	Added	Holders
Q1 2021	4,161	$964.0K	0.1%	–	–	Holders

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