RIG
Renaissance Investment Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+563
| New | +$219K | 0.05% | 74 |
|
|
2025
Q1 | – | Sell |
-563
| Closed | -$204K | – | 74 |
|
|
2024
Q4 | $204K | Hold |
563
| – | – | 0.04% | 76 |
|
|
2024
Q3 | $220K | Buy |
+563
| New | +$220K | 0.05% | 81 |
|
|
2024
Q2 | – | Sell |
-563
| Closed | -$206K | – | 86 |
|
|
2024
Q1 | $206K | Buy |
+563
| New | +$206K | 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% | +$20.4K | 0.17% | 56 |
|
|
2020
Q4 | $468K | Sell |
2,573
-25
| -1% | -$4.55K | 0.14% | 66 |
|
|
2020
Q3 | $388K | Hold |
2,598
| – | – | 0.13% | 62 |
|
|
2020
Q2 | $328K | Sell |
2,598
-325
| -11% | -$41K | 0.12% | 63 |
|
|
2020
Q1 | $339K | Buy |
2,923
+500
| +21% | +$58K | 0.16% | 56 |
|
|
2019
Q4 | $358K | Buy |
2,423
+550
| +29% | +$81.3K | 0.13% | 66 |
|
|
2019
Q3 | $237K | Sell |
1,873
-29,369
| -94% | -$3.72M | 0.09% | 74 |
|
|
2019
Q2 | $4.26M | Buy |
31,242
+920
| +3% | +$125K | 1.59% | 28 |
|
|
2019
Q1 | $4.11M | Buy |
30,322
+25
| +0.1% | +$3.39K | 1.68% | 26 |
|
|
2018
Q4 | $3.85M | Buy |
30,297
+1,523
| +5% | +$194K | 1.84% | 27 |
|
|
2018
Q3 | $4.39M | Buy |
28,774
+115
| +0.4% | +$17.5K | 1.69% | 26 |
|
|
2018
Q2 | $3.89M | Buy |
28,659
+405
| +1% | +$55K | 1.56% | 30 |
|
|
2018
Q1 | $4.16M | Buy |
28,254
+5,677
| +25% | +$837K | 1.68% | 30 |
|
|
2017
Q4 | $3.56M | Buy |
+22,577
| New | +$3.56M | 1.42% | 33 |
|