Beaton Management Co. Inc. / CAT
Beaton Management Co. Inc.’s Caterpillar Inc Position
Does Beaton Management Co. Inc. own Caterpillar Inc (CAT)? Yes — 5.7K shares worth $4M (+1.81% of its 13F portfolio) as of Q1 2026, down from 5.8K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
5.7K
% of Portfolio
+1.81%
Quarters Held
29
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 5.7K | $4M | +1.81% |
| Q4 2025 | 5.8K | $3M | +1.46% |
| Q3 2025 | 5.6K | $3M | +1.22% |
| Q2 2025 | 5.6K | $2M | +1.06% |
| Q1 2025 | 5.6K | $2M | +0.96% |
| Q4 2024 | 5.7K | $2M | +1.03% |
| Q3 2024 | 5.7K | $2M | +1.12% |
| Q2 2024 | 5.7K | $2M | +1.01% |
| Q1 2024 | 5.7K | $2M | +1.13% |
| Q4 2023 | 5.7K | $2M | +1.00% |
| Q3 2023 | 5.7K | $2M | +1.00% |
| Q2 2023 | 5.8K | $1M | +0.91% |
| Q1 2023 | 5.8K | $1M | +0.90% |
| Q4 2022 | 5.9K | $1M | +0.95% |
| Q3 2022 | 5.9K | $969,000 | +0.73% |
| Q2 2022 | 5.9K | $1M | +0.75% |
| Q1 2022 | 5.9K | $1M | +0.81% |
| Q4 2021 | 5.9K | $1M | +0.73% |
| Q3 2021 | 5.9K | $1M | +0.75% |
| Q2 2021 | 5.9K | $1M | +0.81% |
| Q1 2021 | 11.8K | $3M | +0.95% |
| Q4 2020 | 5.9K | $1M | +0.79% |
| Q3 2020 | 5.9K | $877,000 | +0.72% |
| Q2 2020 | 5.8K | $732,000 | +0.65% |
| Q1 2020 | 5.8K | $671,000 | +0.67% |
| Q4 2019 | 5.2K | $765,000 | +0.60% |
| Q3 2019 | 5.2K | $661,000 | +0.54% |
| Q2 2019 | 5.0K | $685,000 | +0.57% |
| Q1 2019 | 5.0K | $681,000 | +0.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaton Management Co. Inc.’s full portfolio or all institutional holders of CAT.