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 Q3	$348K	Buy	429 +12	+3%	+$10.2K	0.23%	100
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Renasant Bank's CAT Position: Q3 2026 in Review

Renasant Bank increased its Caterpillar (CAT) stake by 2.9% in Q3 2026, buying an estimated $10.2K and bringing the position to 429 shares worth $348K. The position accounts for 0.23% of the portfolio, ranked #100.

Renasant Bank first reported a position in CAT in Q2 2021 and has held it in 11 quarters since. The position peaked at $444K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Renasant Bank held 429 shares of Caterpillar worth $348K as of Q3 2026.
Renasant Bank bought 12 Caterpillar shares in Q3 2026, an estimated $10.2K.
Caterpillar made up 0.23% of Renasant Bank's portfolio in Q3 2026, its #100 holding.
Renasant Bank first reported a position in Caterpillar in Q2 2021 and has held it in 11 quarters since.
Renasant Bank's Caterpillar position peaked at $444K in Q2 2026.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Renasant Bank's 13F filing for Q3 2026, filed 5 Nov 2026.