Caterpillar shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 14k | 477.16 |
| 2025-06-30 | $5.9M | 15k | 388.20 |
| 2025-03-31 | $7.7M | 23k | 329.80 |
| 2024-12-31 | $5.4M | 15k | 362.76 |
| 2024-09-30 | $6.0M | 15k | 391.13 |
| 2024-06-30 | $5.0M | 15k | 333.10 |
| 2024-03-31 | $5.8M | 16k | 366.43 |
| 2023-12-31 | $4.8M | 16k | 295.66 |
| 2023-09-30 | $4.6M | 17k | 273.01 |
| 2023-06-30 | $4.1M | 17k | 246.05 |
| 2023-03-31 | $2.8M | 12k | 228.83 |
| 2022-12-31 | $3.0M | 12k | 239.57 |
| 2022-09-30 | $1.9M | 12k | 164.00 |
| 2022-06-30 | $4.9M | 28k | 178.27 |
| 2022-03-31 | $6.2M | 28k | 222.79 |
| 2021-12-31 | $5.8M | 28k | 206.71 |
| 2021-09-30 | $5.4M | 28k | 194.32 |
| 2021-06-30 | $6.0M | 28k | 217.73 |
| 2021-03-31 | $7.4M | 32k | 228.11 |
| 2020-12-31 | $8.8M | 43k | 203.70 |
| 2020-09-30 | $9.3M | 64k | 145.91 |
| 2020-06-30 | $8.0M | 66k | 122.38 |
| 2020-03-31 | $7.0M | 66k | 105.43 |
| 2019-12-31 | $11M | 74k | 148.27 |
| 2019-09-30 | $9.8M | 77k | 126.58 |
| 2019-06-30 | $11M | 84k | 136.28 |
| 2019-03-31 | $11M | 83k | 135.48 |
| 2018-12-31 | $11M | 84k | 125.60 |
| 2018-09-30 | $13M | 83k | 152.49 |
| 2018-06-30 | $11M | 83k | 135.67 |
| 2018-03-31 | $12M | 84k | 147.37 |
| 2017-12-31 | $14M | 87k | 157.58 |
| 2017-09-30 | $11M | 84k | 124.71 |
| 2017-06-30 | $9.7M | 91k | 107.45 |
| 2017-03-31 | $8.4M | 91k | 92.75 |
| 2016-12-31 | $9.3M | 100k | 92.73 |
| 2016-09-30 | $9.6M | 108k | 88.76 |
| 2016-06-30 | $8.8M | 115k | 76.44 |
| 2016-03-31 | $11M | 137k | 76.79 |