Genus Capital Management
CAT icon

Genus Capital Management’s Caterpillar CAT Stock Holding History

Genus Capital Management’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
Q3 		– Sell
-8,000
Closed -$8.52M – 221
2026
Q2 		$8.52M Buy
8,000
+800
+11% +$703K 0.84% 41
2026
Q1 		$5.1M Buy
7,200
+3,800
+112% +$2.63M 0.58% 59
2025
Q4 		$1.95M Buy
+3,400
New +$1.89M 0.23% 104
2024
Q2 		– Sell
-4,639
Closed -$1.61M – 227
2024
Q1 		$1.7M Buy
+4,639
New +$1.48M 0.22% 121
2023
Q4 		– Sell
-25,744
Closed -$6.68M – 226
2023
Q3 		$7.03M Buy
25,744
+12,080
+88% +$3.28M 1.11% 24
2023
Q2 		$3.36M Buy
+13,664
New +$3.05M 0.5% 67

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Genus Capital Management's CAT Position: Q3 2026 in Review

Genus Capital Management sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 8,000 shares — an estimated $8.52M sold.

Genus Capital Management first reported a position in CAT in Q2 2023 and held it in 6 quarters. The position peaked at $8.52M in Q2 2026. 2,683 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Genus Capital Management reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Genus Capital Management sold 8,000 Caterpillar shares in Q3 2026, an estimated $8.52M.
  • Genus Capital Management first reported a position in Caterpillar in Q2 2023 and held it in 6 quarters.
  • Genus Capital Management's Caterpillar position peaked at $8.52M in Q2 2026.
  • 2,683 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Genus Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.