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Geneva Partners’s Caterpillar CAT Stock Holding History

Geneva Partners’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 		$11.4M Sell
10,746
-37
-0.3% -$32.5K 3.05% 11
2026
Q1 		$7.87M Buy
10,783
+10,067
+1,406% +$6.97M 3.78% 8
2025
Q4 		$410K Buy
716
+9
+1% +$5K 0.15% 59
2025
Q3 		$337K Hold
707
– – 0.12% 63
2025
Q2 		$274K Hold
707
– – 0.11% 69
2025
Q1 		$233K Hold
707
– – 0.12% 58
2024
Q4 		$256K Hold
707
– – 0.1% 66
2024
Q3 		$276K Buy
707
+1
+0.1% +$345 0.12% 66
2024
Q2 		$235K Sell
706
-14,291
-95% -$4.96M 0.1% 61
2024
Q1 		$5.5M Buy
14,997
+2,847
+23% +$910K 2.42% 13
2023
Q4 		$3.59M Sell
12,150
-8,126
-40% -$2.11M 1.99% 24
2023
Q3 		$5.54M Buy
20,276
+10,465
+107% +$2.84M 3.67% 7
2023
Q2 		$2.41M Buy
+9,811
New +$2.19M 1.58% 24
2022
Q2 		– Sell
-994
Closed -$221K – 59
2022
Q1 		$221K Hold
994
– – 0.14% 73
2021
Q4 		$205K Buy
+994
New +$200K 0.1% 93
2021
Q3 		– Sell
-28,894
Closed -$6.29M – 90
2021
Q2 		$6.29M Sell
28,894
-4,430
-13% -$1.02M 2.88% 9
2021
Q1 		$7.73M Buy
33,324
+2,065
+7% +$427K 3.99% 2
2020
Q4 		$5.69M Buy
31,259
+21,130
+209% +$3.58M 3.01% 7
2020
Q3 		$1.51M Buy
+10,129
New +$1.42M 0.92% 36
2019
Q1 		– Sell
-20,199
Closed -$2.59M – 65
2018
Q4 		$2.59M Sell
20,199
-2,051
-9% -$267K 2.99% 12
2018
Q3 		$3.39M Sell
22,250
-6,789
-23% -$960K 2.61% 10
2018
Q2 		$3.94M Sell
29,039
-1,140
-4% -$170K 3.13% 9
2018
Q1 		$4.45M Sell
30,179
-2,140
-7% -$338K 3.66% 5
2017
Q4 		$5.09M Sell
32,319
-285
-0.9% -$39.5K 3.81% 3
2017
Q3 		$4.07M Buy
+32,604
New +$3.75M 3.2% 7
2016
Q2 		$3.12M Buy
+29,019
New +$2.17M 2.79% 8

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Geneva Partners's CAT Position: Q2 2026 in Review

Geneva Partners reduced its Caterpillar (CAT) stake by 0.34% in Q2 2026, selling an estimated $32.5K and leaving 10,746 shares worth $11.4M. The position accounts for 3.05% of the portfolio, ranked #11.

Geneva Partners first reported a position in CAT in Q2 2016 and has held it in 26 quarters since. 4,059 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Geneva Partners held 10,746 shares of Caterpillar worth $11.4M as of Q2 2026.
  • Geneva Partners sold 37 Caterpillar shares in Q2 2026, an estimated $32.5K.
  • Caterpillar made up 3.05% of Geneva Partners's portfolio in Q2 2026, its #11 holding.
  • Geneva Partners first reported a position in Caterpillar in Q2 2016 and has held it in 26 quarters since.
  • 4,059 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.