Caterpillar shares owned by Gen-Wealth Partners
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Gen-Wealth Partners
from 13F filings
Historical chart of Gen-Wealth Partners investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Gen-Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 6.7k | 477.17 |
| 2025-06-30 | $2.6M | 6.6k | 388.19 |
| 2025-03-31 | $2.1M | 6.4k | 329.78 |
| 2024-12-31 | $2.2M | 6.1k | 362.73 |
| 2024-09-30 | $2.3M | 6.1k | 379.26 |
| 2024-06-30 | $2.0M | 6.0k | 333.11 |
| 2024-03-31 | $2.3M | 6.2k | 366.44 |