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Genesis Private Wealth’s Caterpillar CAT Stock Holding History

Genesis Private Wealth’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
Q2 		$465K Buy
437
+28
+7% +$24.6K 0.13% 92
2026
Q1 		$290K Sell
409
-136
-25% -$94.2K 0.09% 127
2025
Q4 		$312K Buy
+545
New +$303K 0.1% 120

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Genesis Private Wealth's CAT Position: Q2 2026 in Review

Genesis Private Wealth increased its Caterpillar (CAT) stake by 6.8% in Q2 2026, buying an estimated $24.6K and bringing the position to 437 shares worth $465K. The position accounts for 0.13% of the portfolio, ranked #92.

Genesis Private Wealth first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 957 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Genesis Private Wealth held 437 shares of Caterpillar worth $465K as of Q2 2026.
  • Genesis Private Wealth bought 28 Caterpillar shares in Q2 2026, an estimated $24.6K.
  • Caterpillar made up 0.13% of Genesis Private Wealth's portfolio in Q2 2026, its #92 holding.
  • Genesis Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 957 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.