Renasant Bank’s Caterpillar CAT Stock Holding History

Renasant Bank’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	$444K	Sell	417 -116	-22%	-$102K	0.29%	86
2026 Q1	$378K	Sell	533 -37	-6%	-$25.6K	0.27%	93
2025 Q4	$327K	Sell	570 -25	-4%	-$13.9K	0.22%	105
2025 Q3	$284K	Sell	595 -7	-1%	-$2.99K	0.18%	121
2025 Q2	$234K	Sell	602 -26	-4%	-$8.67K	0.16%	136
2025 Q1	$207K	Buy	628 +59	+10%	+$21K	0.14%	150
2024 Q4	$206K	Buy	569 +1	+0.2%	+$388	0.13%	163
2024 Q3	$222K	Buy	+568	New	+$196K	0.15%	157
2024 Q2	–	Sell	-571	Closed	-$209K	–	165
2024 Q1	$209K	Buy	+571	New	+$182K	0.15%	172
2021 Q3	–	Sell	-919	Closed	-$200K	–	182
2021 Q2	$200K	Buy	+919	New	+$212K	0.15%	186

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Renasant Bank's CAT Position: Q2 2026 in Review

Renasant Bank reduced its Caterpillar (CAT) stake by 22% in Q2 2026, selling an estimated $102K and leaving 417 shares worth $444K. The position accounts for 0.29% of the portfolio, ranked #86.

Renasant Bank first reported a position in CAT in Q2 2021 and has held it in 10 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Renasant Bank held 417 shares of Caterpillar worth $444K as of Q2 2026.
Renasant Bank sold 116 Caterpillar shares in Q2 2026, an estimated $102K.
Caterpillar made up 0.29% of Renasant Bank's portfolio in Q2 2026, its #86 holding.
Renasant Bank first reported a position in Caterpillar in Q2 2021 and has held it in 10 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Renasant Bank's 13F filing for Q2 2026, filed 11 Aug 2026.