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Caterpillar shares owned by GenWealth Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by GenWealth Group from 13F filings

Historical chart of GenWealth Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by GenWealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by GenWealth Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 225 1064.90

More positions owned by GenWealth Group

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Wisdomtree Tr Blmbg Us Bull (USDU)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust ST STR P500GRW (SPYG)

View all positions for GenWealth Group

Top funds holding Caterpillar

BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
T. Rowe Price Associates
Susquehanna International
Citadel Advisors
Invesco

View all funds holding Caterpillar