California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s Caterpillar CAT Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$500M Sell
706,389
-19,669
-3% -$13.6M 0.53% 27
2025
Q4 		$416M Sell
726,058
-10,346
-1% -$5.75M 0.42% 35
2025
Q3 		$351M Sell
736,404
-15,391
-2% -$6.57M 0.36% 39
2025
Q2 		$292M Buy
751,795
+3,196
+0.4% +$1.07M 0.32% 50
2025
Q1 		$247M Sell
748,599
-7,821
-1% -$2.79M 0.31% 56
2024
Q4 		$274M Sell
756,420
-31,636
-4% -$12.3M 0.32% 45
2024
Q3 		$308M Sell
788,056
-15,983
-2% -$5.52M 0.36% 43
2024
Q2 		$268M Sell
804,039
-18,285
-2% -$6.34M 0.33% 49
2024
Q1 		$301M Buy
822,324
+2,962
+0.4% +$947K 0.38% 44
2023
Q4 		$242M Buy
819,362
+293
+0% +$76K 0.33% 52
2023
Q3 		$224M Sell
819,069
-37,159
-4% -$10.1M 0.34% 50
2023
Q2 		$211M Sell
856,228
-25,900
-3% -$5.77M 0.3% 59
2023
Q1 		$202M Sell
882,128
-17,579
-2% -$4.25M 0.3% 64
2022
Q4 		$216M Buy
899,707
+2,021
+0.2% +$440K 0.34% 58
2022
Q3 		$147M Sell
897,686
-14,933
-2% -$2.73M 0.25% 77
2022
Q2 		$163M Sell
912,619
-9,543
-1% -$2.01M 0.26% 70
2022
Q1 		$205M Sell
922,162
-61,847
-6% -$13M 0.27% 67
2021
Q4 		$203M Buy
984,009
+26,643
+3% +$5.36M 0.24% 79
2021
Q3 		$184M Sell
957,366
-26,174
-3% -$5.45M 0.24% 79
2021
Q2 		$214M Sell
983,540
-11,105
-1% -$2.56M 0.27% 71
2021
Q1 		$231M Buy
994,645
+8,742
+0.9% +$1.81M 0.3% 61
2020
Q4 		$179M Buy
985,903
+8,529
+0.9% +$1.45M 0.25% 69
2020
Q3 		$146M Buy
977,374
+3,838
+0.4% +$539K 0.23% 78
2020
Q2 		$123M Sell
973,536
-843
-0.1% -$99.9K 0.22% 78
2020
Q1 		$113M Sell
974,379
-2,901
-0.3% -$371K 0.24% 76
2019
Q4 		$144M Buy
977,280
+51,540
+6% +$7.19M 0.25% 72
2019
Q3 		$117M Sell
925,740
-10,490
-1% -$1.33M 0.23% 81
2019
Q2 		$128M Sell
936,230
-26,355
-3% -$3.48M 0.25% 71
2019
Q1 		$130M Buy
962,585
+1,594
+0.2% +$212K 0.27% 67
2018
Q4 		$122M Buy
960,991
+6,958
+0.7% +$905K 0.28% 69
2018
Q3 		$145M Sell
954,033
-615
-0.1% -$87K 0.28% 66
2018
Q2 		$130M Buy
954,648
+20,917
+2% +$3.13M 0.27% 69
2018
Q1 		$138M Sell
933,731
-32,769
-3% -$5.17M 0.29% 62
2017
Q4 		$152M Sell
966,500
-14,163
-1% -$1.96M 0.31% 57
2017
Q3 		$122M Sell
980,663
-76,028
-7% -$8.76M 0.27% 71
2017
Q2 		$114M Sell
1,056,691
-89,614
-8% -$9.1M 0.24% 80
2017
Q1 		$106M Sell
1,146,305
-50,400
-4% -$4.77M 0.21% 88
2016
Q4 		$111M Sell
1,196,705
-30,700
-3% -$2.78M 0.23% 87
2016
Q3 		$109M Buy
1,227,405
+10,300
+0.8% +$843K 0.22% 84
2016
Q2 		$92.3M Sell
1,217,105
-95,398
-7% -$7.15M 0.2% 96
2016
Q1 		$100M Buy
1,312,503
+164,465
+14% +$11M 0.21% 92
2015
Q4 		$78M Buy
1,148,038
+18,201
+2% +$1.27M 0.19% 103
2015
Q3 		$73.8M Buy
1,129,837
+27,360
+2% +$2.09M 0.19% 104
2015
Q2 		$93.5M Sell
1,102,477
-78,983
-7% -$6.79M 0.23% 86
2015
Q1 		$94.6M Sell
1,181,460
-10,612
-0.9% -$882K 0.22% 90
2014
Q4 		$109M Buy
1,192,072
+11,156
+0.9% +$1.09M 0.26% 79
2014
Q3 		$117M Buy
1,180,916
+39,965
+4% +$4.24M 0.29% 63
2014
Q2 		$124M Sell
1,140,951
-55,500
-5% -$5.83M 0.31% 56
2014
Q1 		$119M Buy
1,196,451
+5,700
+0.5% +$538K 0.31% 55
2013
Q4 		$108M Buy
1,190,751
+8,100
+0.7% +$692K 0.29% 64
2013
Q3 		$98.6M Buy
1,182,651
+36,558
+3% +$3.09M 0.29% 63
2013
Q2 		$94.5M Buy
+1,146,093
New +$97.5M 0.31% 56

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS)'s CAT Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) reduced its Caterpillar (CAT) stake by 2.7% in Q1 2026, selling an estimated $13.6M and leaving 706,389 shares worth $500M. The position accounts for 0.53% of the portfolio, ranked #27.

California State Teachers Retirement System (CalSTRS) first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • California State Teachers Retirement System (CalSTRS) held 706,389 shares of Caterpillar worth $500M as of Q1 2026.
  • California State Teachers Retirement System (CalSTRS) sold 19,669 Caterpillar shares in Q1 2026, an estimated $13.6M.
  • Caterpillar made up 0.53% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #27 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.