Genus Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 193 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 45 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 42 |
|
|
2024
Q2 | – | Sell |
-4,639
| Closed | -$1.7M | – | 40 |
|
|
2024
Q1 | $1.7M | Buy |
+4,639
| New | +$1.7M | 0.22% | 121 |
|
|
2023
Q4 | – | Sell |
-25,744
| Closed | -$7.03M | – | 42 |
|
|
2023
Q3 | $7.03M | Buy |
25,744
+12,080
| +88% | +$3.3M | 1.11% | 24 |
|
|
2023
Q2 | $3.36M | Buy |
+13,664
| New | +$3.36M | 0.5% | 67 |
|