Geneos Wealth Management Inc.

Position in CAT — Caterpillar Inc

CIK 1764754 ENGLEWOOD, CO

Position in CAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$17,247,120

+$5,816,827 QoQ

Shares Held

16,196

+0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#621

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Industrials · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $20,105,717 across 6 Farm & Heavy Construction Machinery names. CAT ranks #1 (85.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	16,196	$17,247,120
2	DE	Deere & Co	3,940	$2,499,260
3	PCAR	Paccar Inc	2,152	$258,498
4	OSK	Oshkosh Corp	541	$83,032
5	BLBD	Blue Bird Corp	120	$9,475
6	CNH	CNH Industrial N.V.	742	$8,332

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,247,120	16,196	+0.4%	Shares	Sole	2026-08-06
2026-03-31	$11,430,293	16,134	-0.8%	Shares	Sole	2026-05-05
2025-12-31	$9,315,439	16,261	+18.8%	Shares	Sole	2026-01-28
2025-09-30	$6,531,706	13,689	-9.3%	Shares	Sole	2025-10-22
2025-06-30	$5,860,418	15,096	-35.4%	Shares	Sole	2025-08-18
2025-03-31	$7,701,159	23,351	+56.0%	Shares	Sole	2025-05-08
2024-12-31	$5,431,242	14,972	-1.8%	Shares	Sole	2025-01-21
2024-09-30	$5,963,015	15,246	+1.9%	Shares	Sole	2024-11-14
2024-06-30	$4,983,509	14,961	-5.7%	Shares	Sole	2024-07-23
2024-03-31	$5,814,877	15,869	-1.7%	Shares	Sole	2024-05-03
2023-12-31	$4,772,113	16,140	-4.2%	Shares	Sole	2024-01-26
2023-09-30	$4,601,415	16,855	+0.9%	Shares	Sole	2023-10-11
2023-06-30	$4,110,757	16,707	+35.4%	Shares	Sole	2023-08-08
2023-03-31	$2,823,199	12,337	-0.7%	Shares	Sole	2023-04-25
2022-12-31	$2,975,814	12,422	+5.7%	Shares	Sole	2023-01-31
2022-09-30	$1,927,940	11,750	-57.2%	Shares	Sole	2022-11-14
2022-06-30	$4,908,392	27,458	-0.7%	Shares	Sole	2022-07-22
2022-03-31	$6,163,869	27,663	-1.7%	Shares	Sole	2022-05-16
2021-12-31	$5,819,731	28,150	+0.5%	Shares	Sole	2022-02-09
2021-09-30	$5,377,271	28,011	+1.5%	Shares	Sole	2021-11-09
2021-06-30	$6,008,111	27,607	-14.5%	Shares	Sole	2021-07-08
2021-03-31	$7,489,401	32,300	-25.3%	Shares	Sole	2021-06-17
2020-12-31	$7,868,906	43,231	-32.5%	Shares	Sole	2021-05-19
2020-09-30	$9,552,759	64,048	-2.2%	Shares	Sole	2021-09-07
2020-06-30	$8,286,003	65,502	-0.9%	Shares	Sole	2021-09-07
2020-03-31	$7,673,609	66,129	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.