Russell Investments Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $250M | Buy |
235,664
+34,175
| +17% | +$30M | 0.22% | 62 |
|
|
2026
Q1 | $141M | Buy |
201,489
+24,598
| +14% | +$17M | 0.15% | 134 |
|
|
2025
Q4 | $101M | Sell |
176,891
-574
| -0.3% | -$319K | 0.11% | 187 |
|
|
2025
Q3 | $84.5M | Buy |
177,465
+4,055
| +2% | +$1.73M | 0.1% | 216 |
|
|
2025
Q2 | $67.2M | Sell |
173,410
-292
| -0.2% | -$97.3K | 0.09% | 241 |
|
|
2025
Q1 | $57.3M | Buy |
173,702
+15,455
| +10% | +$5.51M | 0.08% | 266 |
|
|
2024
Q4 | $57.4M | Sell |
158,247
-6,640
| -4% | -$2.58M | 0.08% | 262 |
|
|
2024
Q3 | $64.5M | Buy |
164,887
+33,730
| +26% | +$11.6M | 0.09% | 232 |
|
|
2024
Q2 | $43.5M | Buy |
131,157
+13,438
| +11% | +$4.66M | 0.07% | 290 |
|
|
2024
Q1 | $43.1M | Sell |
117,719
-14,990
| -11% | -$4.79M | 0.07% | 326 |
|
|
2023
Q4 | $39.3M | Sell |
132,709
-46,047
| -26% | -$11.9M | 0.07% | 308 |
|
|
2023
Q3 | $49M | Sell |
178,756
-41,677
| -19% | -$11.3M | 0.1% | 233 |
|
|
2023
Q2 | $54.1M | Sell |
220,433
-7,665
| -3% | -$1.71M | 0.1% | 217 |
|
|
2023
Q1 | $51.9M | Buy |
228,098
+9,659
| +4% | +$2.34M | 0.1% | 224 |
|
|
2022
Q4 | $52.4M | Buy |
218,439
+71,691
| +49% | +$15.6M | 0.11% | 226 |
|
|
2022
Q3 | $24.2M | Sell |
146,748
-11,096
| -7% | -$2.03M | 0.05% | 424 |
|
|
2022
Q2 | $28.5M | Buy |
157,844
+13,797
| +10% | +$2.91M | 0.06% | 393 |
|
|
2022
Q1 | $32.1M | Buy |
144,047
+4,088
| +3% | +$857K | 0.06% | 405 |
|
|
2021
Q4 | $28.9M | Sell |
139,959
-4,600
| -3% | -$926K | 0.05% | 478 |
|
|
2021
Q3 | $28.1M | Buy |
144,559
+30,213
| +26% | +$6.29M | 0.05% | 465 |
|
|
2021
Q2 | $24.8M | Sell |
114,346
-821
| -0.7% | -$190K | 0.04% | 511 |
|
|
2021
Q1 | $26.8M | Buy |
115,167
+28,741
| +33% | +$5.95M | 0.05% | 466 |
|
|
2020
Q4 | $15.6M | Sell |
86,426
-373,789
| -81% | -$63.4M | 0.03% | 622 |
|
|
2020
Q3 | $68.3M | Sell |
460,215
-2,811
| -0.6% | -$395K | 0.15% | 151 |
|
|
2020
Q2 | $58.3M | Sell |
463,026
-263,951
| -36% | -$31.3M | 0.13% | 168 |
|
|
2020
Q1 | $82.7M | Sell |
726,977
-147,136
| -17% | -$18.8M | 0.21% | 97 |
|
|
2019
Q4 | $129M | Sell |
874,113
-94,533
| -10% | -$13.2M | 0.24% | 78 |
|
|
2019
Q3 | $122M | Sell |
968,646
-26,492
| -3% | -$3.37M | 0.24% | 86 |
|
|
2019
Q2 | $135M | Buy |
995,138
+207,847
| +26% | +$27.5M | 0.25% | 73 |
|
|
2019
Q1 | $106M | Buy |
787,291
+212,391
| +37% | +$28.2M | 0.2% | 104 |
|
|
2018
Q4 | $72.7M | Buy |
574,900
+235,298
| +69% | +$30.6M | 0.16% | 132 |
|
|
2018
Q3 | $51.8M | Buy |
339,602
+213,068
| +168% | +$30.1M | 0.1% | 217 |
|
|
2018
Q2 | $17.2M | Sell |
126,534
-152,270
| -55% | -$22.8M | 0.04% | 613 |
|
|
2018
Q1 | $40.9M | Buy |
278,804
+34,463
| +14% | +$5.44M | 0.07% | 336 |
|
|
2017
Q4 | $38.7M | Sell |
244,341
-26,167
| -10% | -$3.63M | 0.06% | 359 |
|
|
2017
Q3 | $33.7M | Sell |
270,508
-13,393
| -5% | -$1.54M | 0.06% | 399 |
|
|
2017
Q2 | $30.5M | Sell |
283,901
-395,521
| -58% | -$40.2M | 0.05% | 426 |
|
|
2017
Q1 | $63M | Buy |
679,422
+31,218
| +5% | +$2.96M | 0.12% | 206 |
|
|
2016
Q4 | $60.5M | Buy |
+648,204
| New | +$58.7M | 0.12% | 196 |
|
Other funds holding CAT
Russell Investments Group's CAT Position: Q2 2026 in Review
Russell Investments Group increased its Caterpillar (CAT) stake by 17% in Q2 2026, buying an estimated $30M and bringing the position to 235,664 shares worth $250M. The position accounts for 0.22% of the portfolio, ranked #62.
Russell Investments Group first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Russell Investments Group held 235,664 shares of Caterpillar worth $250M as of Q2 2026.
- Russell Investments Group bought 34,175 Caterpillar shares in Q2 2026, an estimated $30M.
- Caterpillar made up 0.22% of Russell Investments Group's portfolio in Q2 2026, its #62 holding.
- Russell Investments Group first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
- 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.