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
2025 Q1	–	Sell	-4,153	Closed	-$1.51M	–	224
2024 Q4	$1.51M	Sell	4,153 -1,925	-32%	-$747K	0.2%	113
2024 Q3	$2.38M	Buy	6,078 +1,559	+34%	+$538K	0.31%	85
2024 Q2	$1.51M	Buy	+4,519	New	+$1.57M	0.2%	118
2024 Q1	–	Sell	-4,139	Closed	-$1.22M	–	234
2023 Q4	$1.22M	Buy	+4,139	New	+$1.07M	0.18%	122

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Genus Capital Management's CAT Position: Q2 2026 in Review

Genus Capital Management increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $703K and bringing the position to 8,000 shares worth $8.52M. The position accounts for 0.84% of the portfolio, ranked #41.

Genus Capital Management first reported a position in CAT in Q2 2023 and has held it in 6 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Genus Capital Management held 8,000 shares of Caterpillar worth $8.52M as of Q2 2026.
Genus Capital Management bought 800 Caterpillar shares in Q2 2026, an estimated $703K.
Caterpillar made up 0.84% of Genus Capital Management's portfolio in Q2 2026, its #41 holding.
Genus Capital Management first reported a position in Caterpillar in Q2 2023 and has held it in 6 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.