IMRF
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Illinois Municipal Retirement Fund’s Caterpillar CAT Stock Holding History

Illinois Municipal Retirement Fund’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 		$19.2M Buy
27,038
+2,025
+8% +$1.4M 0.24% 88
2025
Q4 		$14.3M Buy
25,013
+7,751
+45% +$4.31M 0.18% 138
2025
Q3 		$8.24M Buy
17,262
+1,181
+7% +$504K 0.11% 238
2025
Q2 		$6.24M Buy
16,081
+585
+4% +$195K 0.09% 291
2025
Q1 		$5.11M Sell
15,496
-14,836
-49% -$5.28M 0.07% 301
2024
Q4 		$11M Buy
30,332
+347
+1% +$135K 0.16% 161
2024
Q3 		$11.7M Hold
29,985
– – 0.17% 163
2024
Q2 		$9.99M Hold
29,985
– – 0.15% 179
2024
Q1 		$11M Hold
29,985
– – 0.17% 165
2023
Q4 		$8.87M Hold
29,985
– – 0.15% 193
2023
Q3 		$8.19M Sell
29,985
-4,756
-14% -$1.29M 0.15% 189
2023
Q2 		$8.55M Sell
34,741
-2,774
-7% -$618K 0.17% 185
2023
Q1 		$8.59M Sell
37,515
-594
-2% -$144K 0.18% 170
2022
Q4 		$9.13M Buy
38,109
+22,613
+146% +$4.92M 0.21% 148
2022
Q3 		$2.54M Sell
15,496
-15,226
-50% -$2.78M 0.06% 349
2022
Q2 		$5.49M Sell
30,722
-39,685
-56% -$8.36M 0.13% 220
2022
Q1 		$15.7M Sell
70,407
-6,846
-9% -$1.44M 0.46% 36
2021
Q4 		$16M Buy
77,253
+21,864
+39% +$4.4M 0.45% 44
2021
Q3 		$10.6M Buy
55,389
+10,788
+24% +$2.25M 0.39% 47
2021
Q2 		$9.71M Buy
44,601
+24,553
+122% +$5.67M 0.39% 49
2021
Q1 		$4.65M Sell
20,048
-3,771
-16% -$781K 0.2% 155
2020
Q4 		$4.34M Buy
23,819
+20,133
+546% +$3.41M 0.2% 158
2020
Q3 		$550K Buy
+3,686
New +$518K 0.07% 365

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

Illinois Municipal Retirement Fund's CAT Position: Q1 2026 in Review

Illinois Municipal Retirement Fund increased its Caterpillar (CAT) stake by 8.1% in Q1 2026, buying an estimated $1.4M and bringing the position to 27,038 shares worth $19.2M. The position accounts for 0.24% of the portfolio, ranked #88.

Illinois Municipal Retirement Fund first reported a position in CAT in Q3 2020 and has held it in 23 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Illinois Municipal Retirement Fund held 27,038 shares of Caterpillar worth $19.2M as of Q1 2026.
  • Illinois Municipal Retirement Fund bought 2,025 Caterpillar shares in Q1 2026, an estimated $1.4M.
  • Caterpillar made up 0.24% of Illinois Municipal Retirement Fund's portfolio in Q1 2026, its #88 holding.
  • Illinois Municipal Retirement Fund first reported a position in Caterpillar in Q3 2020 and has held it in 23 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q1 2026, filed 5 May 2026.