Skip to content
Disclosery

Beacon Pointe Advisors, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on CAT, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 90,687 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,687 shares
    Change vs previous 13F -3,299 shares

    0.45% of the 13F portfolio, value $96,551,779.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 93,986 shares
    Change vs previous 13F +20,444 shares

    0.35% of the 13F portfolio, value $66,585,400.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 73,542 shares
    Change vs previous 13F -706 shares

    0.3% of the 13F portfolio, value $42,129,877.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,248 shares
    Change vs previous 13F -10,607 shares

    0.3% of the 13F portfolio, value $35,427,633.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 84,855 shares
    Change vs previous 13F +2,900 shares

    0.34% of the 13F portfolio, value $32,941,625.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 81,955 shares
    Change vs previous 13F -1,368 shares

    0.3% of the 13F portfolio, value $27,028,815.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,323 shares
    Change vs previous 13F -3,613 shares

    0.34% of the 13F portfolio, value $30,226,126.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 86,936 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $34,002,419.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).