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Reliant Investment Management’s Caterpillar CAT Stock Holding History

Reliant Investment 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 		$15M Sell
14,074
-346
-2% -$304K 5.34% 4
2026
Q1 		$10.2M Sell
14,420
-15
-0.1% -$10.4K 4.92% 5
2025
Q4 		$8.27M Sell
14,435
-55
-0.4% -$30.6K 3.35% 9
2025
Q3 		$6.91M Sell
14,490
-200
-1% -$85.4K 2.62% 19
2025
Q2 		$5.7M Buy
14,690
+860
+6% +$287K 2.47% 20
2025
Q1 		$4.56M Sell
13,830
-45
-0.3% -$16K 2.37% 26
2024
Q4 		$5.03M Buy
13,875
+515
+4% +$200K 2.22% 24
2024
Q3 		$5.23M Buy
13,360
+223
+2% +$77K 2.46% 23
2024
Q2 		$4.38M Sell
13,137
-4,998
-28% -$1.73M 2.06% 27
2024
Q1 		$6.65M Sell
18,135
-325
-2% -$104K 3.12% 11
2023
Q4 		$5.46M Sell
18,460
-120
-0.6% -$31.1K 2.78% 13
2023
Q3 		$5.07M Buy
18,580
+435
+2% +$118K 2.96% 14
2023
Q2 		$4.46M Buy
18,145
+290
+2% +$64.7K 2.57% 16
2023
Q1 		$4.09M Sell
17,855
-1,000
-5% -$242K 2.58% 17
2022
Q4 		$4.52M Sell
18,855
-870
-4% -$189K 2.69% 16
2022
Q3 		$3.24M Buy
19,725
+45
+0.2% +$8.22K 2.3% 25
2022
Q2 		$3.52M Sell
19,680
-285
-1% -$60.1K 2.47% 24
2022
Q1 		$4.45M Sell
19,965
-720
-3% -$151K 2.28% 25
2021
Q4 		$4.28M Buy
20,685
+2,082
+11% +$419K 1.76% 29
2021
Q3 		$3.57M Sell
18,603
-1,205
-6% -$251K 1.78% 32
2021
Q2 		$4.31M Buy
19,808
+408
+2% +$94.2K 1.98% 27
2021
Q1 		$4.5M Buy
19,400
+150
+0.8% +$31.1K 2.2% 23
2020
Q4 		$3.5M Buy
+19,250
New +$3.26M 1.87% 31
2019
Q3 		– Sell
-20,140
Closed -$2.75M – 50
2019
Q2 		$2.75M Sell
20,140
-530
-3% -$70K 2.08% 31
2019
Q1 		$2.8M Buy
+20,670
New +$2.75M 2.19% 28

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Reliant Investment Management's CAT Position: Q2 2026 in Review

Reliant Investment Management reduced its Caterpillar (CAT) stake by 2.4% in Q2 2026, selling an estimated $304K and leaving 14,074 shares worth $15M. The position accounts for 5.34% of the portfolio, ranked #4.

Reliant Investment Management first reported a position in CAT in Q1 2019 and has held it in 25 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Reliant Investment Management held 14,074 shares of Caterpillar worth $15M as of Q2 2026.
  • Reliant Investment Management sold 346 Caterpillar shares in Q2 2026, an estimated $304K.
  • Caterpillar made up 5.34% of Reliant Investment Management's portfolio in Q2 2026, its #4 holding.
  • Reliant Investment Management first reported a position in Caterpillar in Q1 2019 and has held it in 25 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Reliant Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.