RIG
CAT icon

Renaissance Investment Group’s Caterpillar CAT Stock Holding History

Renaissance Investment Group’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 		$441K Sell
414
-20
-5% -$17.6K 0.09% 65
2026
Q1 		$307K Sell
434
-54
-11% -$37.4K 0.07% 69
2025
Q4 		$280K Sell
488
-25
-5% -$13.9K 0.06% 70
2025
Q3 		$245K Sell
513
-50
-9% -$21.3K 0.05% 71
2025
Q2 		$219K Buy
+563
New +$188K 0.05% 74
2025
Q1 		– Sell
-563
Closed -$204K – 74
2024
Q4 		$204K Hold
563
– – 0.04% 76
2024
Q3 		$220K Buy
+563
New +$194K 0.05% 81
2024
Q2 		– Sell
-563
Closed -$206K – 86
2024
Q1 		$206K Buy
+563
New +$180K 0.05% 84
2021
Q3 		– Sell
-2,661
Closed -$579K – 83
2021
Q2 		$579K Hold
2,661
– – 0.15% 59
2021
Q1 		$617K Buy
2,661
+88
+3% +$18.2K 0.17% 56
2020
Q4 		$468K Sell
2,573
-25
-1% -$4.24K 0.14% 66
2020
Q3 		$388K Hold
2,598
– – 0.13% 62
2020
Q2 		$328K Sell
2,598
-325
-11% -$38.5K 0.12% 63
2020
Q1 		$339K Buy
2,923
+500
+21% +$63.9K 0.16% 56
2019
Q4 		$358K Buy
2,423
+550
+29% +$76.8K 0.13% 66
2019
Q3 		$237K Sell
1,873
-29,369
-94% -$3.73M 0.09% 74
2019
Q2 		$4.26M Buy
31,242
+920
+3% +$122K 1.59% 28
2019
Q1 		$4.11M Buy
30,322
+25
+0.1% +$3.32K 1.68% 26
2018
Q4 		$3.85M Buy
30,297
+1,523
+5% +$198K 1.84% 27
2018
Q3 		$4.39M Buy
28,774
+115
+0.4% +$16.3K 1.69% 26
2018
Q2 		$3.89M Buy
28,659
+405
+1% +$60.5K 1.56% 30
2018
Q1 		$4.16M Buy
28,254
+5,677
+25% +$896K 1.68% 30
2017
Q4 		$3.56M Buy
+22,577
New +$3.13M 1.42% 33

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Renaissance Investment Group's CAT Position: Q2 2026 in Review

Renaissance Investment Group reduced its Caterpillar (CAT) stake by 4.6% in Q2 2026, selling an estimated $17.6K and leaving 414 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #65.

Renaissance Investment Group first reported a position in CAT in Q4 2017 and has held it in 23 quarters since. The position peaked at $4.39M in Q3 2018. 993 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Renaissance Investment Group held 414 shares of Caterpillar worth $441K as of Q2 2026.
  • Renaissance Investment Group sold 20 Caterpillar shares in Q2 2026, an estimated $17.6K.
  • Caterpillar made up 0.09% of Renaissance Investment Group's portfolio in Q2 2026, its #65 holding.
  • Renaissance Investment Group first reported a position in Caterpillar in Q4 2017 and has held it in 23 quarters since.
  • Renaissance Investment Group's Caterpillar position peaked at $4.39M in Q3 2018.
  • 993 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.