GFG
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Genesis Financial Group’s Caterpillar CAT Stock Holding History

Genesis Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$585K Sell
825
-10
-1% -$6.93K 0.37% 58
2025
Q4 		$478K Buy
+835
New +$464K 0.28% 66

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genesis Financial Group's CAT Position: Q1 2026 in Review

Genesis Financial Group reduced its Caterpillar (CAT) stake by 1.2% in Q1 2026, selling an estimated $6.93K and leaving 825 shares worth $585K. The position accounts for 0.37% of the portfolio, ranked #58.

Genesis Financial Group first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,742 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Genesis Financial Group held 825 shares of Caterpillar worth $585K as of Q1 2026.
  • Genesis Financial Group sold 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
  • Caterpillar made up 0.37% of Genesis Financial Group's portfolio in Q1 2026, its #58 holding.
  • Genesis Financial Group first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,742 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.