Arizona State Retirement System’s Caterpillar CAT Stock Holding History

Arizona State Retirement System’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 Q1	$90.9M	Sell	128,252 -4,171	-3%	-$2.89M	0.53%	26
2025 Q4	$75.9M	Sell	132,423 -4,905	-4%	-$2.73M	0.41%	35
2025 Q3	$65.5M	Sell	137,328 -2,391	-2%	-$1.02M	0.35%	38
2025 Q2	$54.2M	Sell	139,719 -1,970	-1%	-$657K	0.31%	50
2025 Q1	$46.7M	Buy	141,689 +1,114	+0.8%	+$397K	0.3%	56
2024 Q4	$51M	Buy	140,575 +351	+0.3%	+$136K	0.31%	48
2024 Q3	$54.8M	Sell	140,224 -4,549	-3%	-$1.57M	0.35%	42
2024 Q2	$48.2M	Sell	144,773 -1,317	-0.9%	-$457K	0.32%	49
2024 Q1	$53.5M	Buy	146,090 +2,565	+2%	+$820K	0.37%	43
2023 Q4	$42.4M	Sell	143,525 -2,348	-2%	-$609K	0.32%	51
2023 Q3	$39.8M	Sell	145,873 -1,722	-1%	-$467K	0.34%	50
2023 Q2	$36.3M	Buy	147,595 +5,500	+4%	+$1.23M	0.29%	58
2023 Q1	$32.5M	Sell	142,095 -1,746	-1%	-$422K	0.29%	62
2022 Q4	$34.5M	Sell	143,841 -1,144	-0.8%	-$249K	0.33%	57
2022 Q3	$23.8M	Sell	144,985 -2,034	-1%	-$372K	0.25%	76
2022 Q2	$26.3M	Sell	147,019 -1,415	-1%	-$298K	0.26%	69
2022 Q1	$33.1M	Sell	148,434 -1,508	-1%	-$316K	0.27%	68
2021 Q4	$31M	Sell	149,942 -2,815	-2%	-$567K	0.24%	77
2021 Q3	$29.3M	Sell	152,757 -24	-0%	-$5K	0.24%	79
2021 Q2	$33.3M	Sell	152,781 -311	-0.2%	-$71.8K	0.27%	71
2021 Q1	$35.5M	Sell	153,092 -3,158	-2%	-$654K	0.31%	61
2020 Q4	$28.4M	Sell	156,250 -8,352	-5%	-$1.42M	0.26%	70
2020 Q3	$24.6M	Buy	164,602 +35,384	+27%	+$4.97M	0.24%	76
2020 Q2	$16.3M	Buy	129,218 +29,850	+30%	+$3.54M	0.23%	79
2020 Q1	$11.5M	Sell	99,368 -4,407	-4%	-$563K	0.2%	107
2019 Q4	$15.3M	Sell	103,775 -1,275	-1%	-$178K	0.18%	109
2019 Q3	$13.3M	Sell	105,050 -3,716	-3%	-$472K	0.16%	114
2019 Q2	$14.8M	Sell	108,766 -1,748	-2%	-$231K	0.17%	91
2019 Q1	$15M	Sell	110,514 -10,732	-9%	-$1.43M	0.18%	87
2018 Q4	$15.4M	Sell	121,246 -37,438	-24%	-$4.87M	0.2%	80
2018 Q3	$24.2M	Buy	158,684 +1,303	+0.8%	+$184K	0.23%	72
2018 Q2	$21.4M	Sell	157,381 -343	-0.2%	-$51.3K	0.21%	78
2018 Q1	$23.2M	Sell	157,724 -2,200	-1%	-$347K	0.23%	69
2017 Q4	$25.2M	Buy	159,924 +4,358	+3%	+$604K	0.25%	57
2017 Q3	$19.4M	Buy	155,566 +9,470	+6%	+$1.09M	0.23%	81
2017 Q2	$15.7M	Buy	146,096 +900	+0.6%	+$91.4K	0.22%	94
2017 Q1	$13.5M	Buy	145,196 +600	+0.4%	+$56.8K	0.19%	111
2016 Q4	$13.4M	Buy	144,596 +700	+0.5%	+$63.4K	0.2%	111
2016 Q3	$12.8M	Buy	143,896 +700	+0.5%	+$57.3K	0.19%	107
2016 Q2	$10.9M	Sell	143,196 -14,700	-9%	-$1.1M	0.15%	128
2016 Q1	$12.1M	Sell	157,896 -2,900	-2%	-$195K	0.16%	125
2015 Q4	$10.9M	Sell	160,796 -4,100	-2%	-$287K	0.15%	138
2015 Q3	$10.8M	Buy	+164,896	New	+$12.6M	0.15%	136
2014 Q4	$15.5M	Sell	169,396 -5,400	-3%	-$526K	0.18%	110
2014 Q3	$17.3M	Sell	174,796 -2,200	-1%	-$233K	0.21%	87
2014 Q2	$19.2M	Sell	176,996 -800	-0.4%	-$84K	0.23%	78
2014 Q1	$17.7M	Sell	177,796 -4,100	-2%	-$387K	0.22%	82
2013 Q4	$16.5M	Sell	181,896 -5,000	-3%	-$427K	0.2%	93
2013 Q3	$15.6M	Sell	186,896 -7,400	-4%	-$626K	0.2%	92
2013 Q2	$16M	Buy	+194,296	New	+$16.5M	0.22%	81

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arizona State Retirement System's CAT Position: Q1 2026 in Review

Arizona State Retirement System reduced its Caterpillar (CAT) stake by 3.1% in Q1 2026, selling an estimated $2.89M and leaving 128,252 shares worth $90.9M. The position accounts for 0.53% of the portfolio, ranked #26.

Arizona State Retirement System first reported a position in CAT in Q2 2013 and has held it in 50 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Arizona State Retirement System held 128,252 shares of Caterpillar worth $90.9M as of Q1 2026.
Arizona State Retirement System sold 4,171 Caterpillar shares in Q1 2026, an estimated $2.89M.
Caterpillar made up 0.53% of Arizona State Retirement System's portfolio in Q1 2026, its #26 holding.
Arizona State Retirement System first reported a position in Caterpillar in Q2 2013 and has held it in 50 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Arizona State Retirement System's 13F filing for Q1 2026, filed 1 May 2026.