Geneva Partners, LLC’s Caterpillar Inc Position
Does Geneva Partners, LLC own Caterpillar Inc (CAT)? Yes — 10.8K shares worth $8M (+3.78% of its 13F portfolio) as of Q1 2026, up from 716 shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
10.8K
% of Portfolio
+3.78%
Quarters Held
19
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 10.8K | $8M | +3.78% |
| Q4 2025 | 716 | $410,256 | +0.15% |
| Q3 2025 | 707 | $337,370 | +0.12% |
| Q2 2025 | 707 | $274,438 | +0.11% |
| Q1 2025 | 707 | $233,103 | +0.12% |
| Q4 2024 | 707 | $256,352 | +0.10% |
| Q3 2024 | 707 | $276,346 | +0.12% |
| Q2 2024 | 706 | $235,308 | +0.10% |
| Q1 2024 | 15.0K | $5M | +2.42% |
| Q4 2023 | 12.2K | $4M | +1.99% |
| Q3 2023 | 20.3K | $6M | +3.67% |
| Q2 2023 | 9.8K | $2M | +1.57% |
| Q1 2022 | 994 | $221,000 | +0.14% |
| Q4 2021 | 994 | $205,000 | +0.10% |
| Q2 2021 | 28.9K | $6M | +2.88% |
| Q1 2021 | 33.3K | $8M | +3.99% |
| Q4 2020 | 31.3K | $6M | +3.01% |
| Q3 2020 | 10.1K | $2M | +0.92% |
| Q4 2018 | 20.2K | $3M | +2.99% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Geneva Partners, LLC’s full portfolio or all institutional holders of CAT.