Geneos Wealth Management Inc. Caterpillar Inc Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 15,096 shares of CAT stock, worth $7.96 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,096
Previous 15,684 3.75%
Holding current value
$7.96 Million
Previous $5.17 Million 13.3%
% of portfolio
0.15%
Previous 0.18%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
SELL
$273.94 - $388.21 $161,076 - $228,267
-588 Reduced 3.75%
15,096 $5.86 Million
Q1 2025

May 21, 2025
SELL
$326.75 - $407.63 $2.51 Million - $3.13 Million
-7,667 Reduced 32.83%
15,684 $5.17 Million
Q1 2025

May 07, 2025
BUY
$326.75 - $407.63 $2.74 Million - $3.42 Million
8,379 Added 55.96%
23,351 $7.7 Million
Q4 2024

Jan 21, 2025
SELL
$360.37 - $416.88 $98,741 - $114,225
-274 Reduced 1.8%
14,972 $5.43 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $90,288 - $111,469
285 Added 1.9%
15,246 $5.96 Million
Q2 2024

Jul 23, 2024
SELL
$321.47 - $379.3 $291,894 - $344,404
-908 Reduced 5.72%
14,961 $4.98 Million
Q1 2024

May 03, 2024
SELL
$278.63 - $366.43 $75,508 - $99,302
-271 Reduced 1.68%
15,869 $5.81 Million
Q4 2023

Jan 26, 2024
SELL
$226.05 - $298.12 $161,625 - $213,155
-715 Reduced 4.24%
16,140 $4.77 Million
Q3 2023

Oct 11, 2023
BUY
$240.58 - $288.65 $35,605 - $42,720
148 Added 0.89%
16,855 $4.6 Million
Q2 2023

Aug 08, 2023
BUY
$205.75 - $247.67 $899,127 - $1.08 Million
4,370 Added 35.42%
16,707 $4.11 Million
Q1 2023

Apr 25, 2023
SELL
$215.01 - $264.54 $18,275 - $22,485
-85 Reduced 0.68%
12,337 $2.82 Million
Q4 2022

Jan 30, 2023
BUY
$171.23 - $243.14 $115,066 - $163,390
672 Added 5.72%
12,422 $2.98 Million
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $2.55 Million - $3.11 Million
-15,708 Reduced 57.21%
11,750 $1.93 Million
Q2 2022

Jul 22, 2022
SELL
$178.67 - $235.08 $36,627 - $48,191
-205 Reduced 0.74%
27,458 $4.91 Million
Q1 2022

May 16, 2022
SELL
$182.83 - $229.87 $89,038 - $111,946
-487 Reduced 1.73%
27,663 $6.16 Million
Q4 2021

Feb 09, 2022
BUY
$188.94 - $214.25 $26,262 - $29,780
139 Added 0.5%
28,150 $5.82 Million
Q3 2021

Nov 09, 2021
BUY
$189.84 - $221.66 $76,695 - $89,550
404 Added 1.46%
28,011 $5.44 Million
Q2 2021

Jul 08, 2021
SELL
$208.86 - $244.79 $980,179 - $1.15 Million
-4,693 Reduced 14.53%
27,607 $6.01 Million
Q1 2021

Jun 17, 2021
SELL
$180.63 - $233.63 $1.97 Million - $2.55 Million
-10,931 Reduced 25.29%
32,300 $7.37 Million
Q4 2020

May 19, 2021
SELL
$146.71 - $182.21 $3.05 Million - $3.79 Million
-20,817 Reduced 32.5%
43,231 $8.81 Million
Q3 2020

Sep 07, 2021
SELL
$125.73 - $153.87 $182,811 - $223,726
-1,454 Reduced 2.22%
64,048 $9.35 Million
Q2 2020

Sep 07, 2021
SELL
$104.48 - $137.72 $65,508 - $86,350
-627 Reduced 0.95%
65,502 $8.02 Million
Q1 2020

Sep 07, 2021
SELL
$91.85 - $150.53 $711,286 - $1.17 Million
-7,744 Reduced 10.48%
66,129 $6.97 Million
Q4 2019

Sep 07, 2021
SELL
$117.97 - $148.5 $408,176 - $513,810
-3,460 Reduced 4.47%
73,873 $11 Million
Q3 2019

Sep 07, 2021
SELL
$113.38 - $139.64 $751,255 - $925,254
-6,626 Reduced 7.89%
77,333 $9.79 Million
Q2 2019

Sep 07, 2021
BUY
$119.81 - $143.36 $150,481 - $180,060
1,256 Added 1.52%
83,959 $11.4 Million
Q1 2019

Sep 07, 2021
SELL
$121.51 - $141.41 $122,117 - $142,117
-1,005 Reduced 1.2%
82,703 $11.2 Million
Q4 2018

Sep 07, 2021
BUY
$112.34 - $158.22 $70,998 - $99,995
632 Added 0.76%
83,708 $10.5 Million
Q3 2018

Sep 07, 2021
BUY
$132.02 - $156.38 $73,667 - $87,260
558 Added 0.68%
83,076 $12.7 Million
Q2 2018

Sep 07, 2021
SELL
$134.61 - $158.92 $146,455 - $172,904
-1,088 Reduced 1.3%
82,518 $11.2 Million
Q1 2018

Sep 07, 2021
SELL
$144.29 - $170.89 $445,711 - $527,879
-3,089 Reduced 3.56%
83,606 $12.3 Million
Q4 2017

Sep 07, 2021
BUY
$124.72 - $158.42 $348,592 - $442,783
2,795 Added 3.33%
86,695 $13.7 Million
Q3 2017

Sep 07, 2021
SELL
$112.85 - $125.23 $739,280 - $820,381
-6,551 Reduced 7.24%
83,900 $10.5 Million
Q2 2017

Sep 07, 2021
SELL
N/A
-587 Reduced 0.64%
90,451 $9.72 Million
Q1 2017

Sep 07, 2021
SELL
N/A
-8,871 Reduced 8.88%
91,038 $8.44 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-8,007 Reduced 7.42%
99,909 $9.27 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-7,034 Reduced 6.12%
107,916 $9.58 Million
Q2 2016

Sep 07, 2021
SELL
N/A
-22,165 Reduced 16.17%
114,950 $8.79 Million
Q1 2016

Sep 07, 2021
BUY
N/A
137,115
137,115 $10.5 Million

Others Institutions Holding CAT

# of Institutions
3,450
Shares Held
337M
Call Options Held
6.67M
Put Options Held
7.2M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $278B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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