Radnor Capital Management’s Caterpillar CAT Stock Holding History

Radnor Capital Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.55M	Sell	7,091 -1,275	-15%	-$1.12M	1.06%	17
2026 Q1	$5.93M	Buy	8,366 +104	+1%	+$72K	0.88%	21
2025 Q4	$4.73M	Sell	8,262 -50	-0.6%	-$27.8K	0.7%	28
2025 Q3	$3.97M	Hold	8,312	–	–	0.6%	36
2025 Q2	$3.23M	Hold	8,312	–	–	0.51%	49
2025 Q1	$2.74M	Hold	8,312	–	–	0.46%	53
2024 Q4	$3.02M	Sell	8,312 -50	-0.6%	-$19.4K	0.5%	47
2024 Q3	$3.27M	Buy	+8,362	New	+$2.89M	0.49%	50
2024 Q2	–	Sell	-8,087	Closed	-$2.96M	–	173
2024 Q1	$2.96M	Sell	8,087 -265	-3%	-$84.7K	0.51%	43
2023 Q4	$2.47M	Sell	8,352 -310	-4%	-$80.4K	0.46%	53
2023 Q3	$2.37M	Buy	+8,662	New	+$2.35M	0.47%	49
2023 Q2	–	Sell	-10,326	Closed	-$2.36M	–	150
2023 Q1	$2.36M	Hold	10,326	–	–	0.62%	35
2022 Q4	$2.43M	Hold	10,326	–	–	0.6%	38
2022 Q3	$1.69M	Hold	10,326	–	–	0.49%	53
2022 Q2	$1.85M	Sell	10,326 -141	-1%	-$29.7K	0.5%	50
2022 Q1	$2.33M	Buy	10,467 +540	+5%	+$113K	0.59%	44
2021 Q4	$2.05M	Buy	+9,927	New	+$2M	0.51%	54
2021 Q3	–	Sell	-8,657	Closed	-$1.88M	–	119
2021 Q2	$1.88M	Hold	8,657	–	–	0.64%	40
2021 Q1	$2.01M	Sell	8,657 -2,500	-22%	-$518K	0.65%	38
2020 Q4	$2.03M	Hold	11,157	–	–	0.57%	37
2020 Q3	$1.66M	Buy	11,157 +100	+0.9%	+$14K	0.56%	42
2020 Q2	$1.39M	Buy	11,057 +50	+0.5%	+$5.93K	0.5%	48
2020 Q1	$1.28M	Buy	11,007 +100	+0.9%	+$12.8K	0.52%	46
2019 Q4	$1.61M	Hold	10,907	–	–	0.5%	47
2019 Q3	$1.38M	Buy	10,907 +400	+4%	+$50.8K	0.45%	55
2019 Q2	$1.43M	Hold	10,507	–	–	0.47%	52
2019 Q1	$1.42M	Hold	10,507	–	–	0.47%	51
2018 Q4	$1.33M	Hold	10,507	–	–	0.48%	48
2018 Q3	$1.6M	Hold	10,507	–	–	0.51%	46
2018 Q2	$1.43M	Hold	10,507	–	–	0.53%	48
2018 Q1	$1.55M	Sell	10,507 -970	-8%	-$153K	0.53%	46
2017 Q4	$1.81M	Sell	11,477 -273	-2%	-$37.9K	0.58%	42
2017 Q3	$1.26M	Hold	11,750	–	–	0.43%	56
2017 Q2	$1.26M	Hold	11,750	–	–	0.43%	56
2017 Q1	$1.09M	Sell	11,750 -975	-8%	-$92.3K	0.37%	63
2016 Q4	$1.18M	Buy	+12,725	New	+$1.15M	0.4%	60

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Radnor Capital Management's CAT Position: Q2 2026 in Review

Radnor Capital Management reduced its Caterpillar (CAT) stake by 15% in Q2 2026, selling an estimated $1.12M and leaving 7,091 shares worth $7.55M. The position accounts for 1.06% of the portfolio, ranked #17.

Radnor Capital Management first reported a position in CAT in Q4 2016 and has held it in 36 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Radnor Capital Management held 7,091 shares of Caterpillar worth $7.55M as of Q2 2026.
Radnor Capital Management sold 1,275 Caterpillar shares in Q2 2026, an estimated $1.12M.
Caterpillar made up 1.06% of Radnor Capital Management's portfolio in Q2 2026, its #17 holding.
Radnor Capital Management first reported a position in Caterpillar in Q4 2016 and has held it in 36 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.