Louisiana State Employees Retirement System’s Caterpillar CAT Stock Holding History

Louisiana State Employees 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 Q2	$25M	Sell	23,500 -200	-0.8%	-$176K	0.37%	35
2026 Q1	$16.8M	Sell	23,700 -200	-0.8%	-$139K	0.29%	41
2025 Q4	$13.7M	Sell	23,900 -700	-3%	-$389K	0.24%	57
2025 Q3	$11.7M	Sell	24,600 -200	-0.8%	-$85.4K	0.2%	69
2025 Q2	$9.63M	Sell	24,800 -900	-4%	-$300K	0.17%	80
2025 Q1	$8.48M	Sell	25,700 -300	-1%	-$107K	0.17%	83
2024 Q4	$9.43M	Sell	26,000 -1,300	-5%	-$504K	0.18%	75
2024 Q3	$10.7M	Sell	27,300 -400	-1%	-$138K	0.2%	68
2024 Q2	$9.23M	Sell	27,700 -1,900	-6%	-$659K	0.18%	73
2024 Q1	$10.8M	Sell	29,600 -1,200	-4%	-$384K	0.21%	69
2023 Q4	$9.11M	Sell	30,800 -800	-3%	-$208K	0.19%	74
2023 Q3	$8.63M	Sell	31,600 -300	-0.9%	-$81.4K	0.2%	74
2023 Q2	$7.85M	Sell	31,900 -1,900	-6%	-$424K	0.17%	83
2023 Q1	$7.73M	Buy	33,800 +200	+0.6%	+$48.4K	0.2%	80
2022 Q4	$8.05M	Sell	33,600 -200	-0.6%	-$43.5K	0.22%	78
2022 Q3	$5.55M	Hold	33,800	–	–	0.16%	93
2022 Q2	$6.07M	Sell	33,800 -300	-0.9%	-$63.2K	0.16%	93
2022 Q1	$8.02M	Buy	34,100 +200	+0.6%	+$41.9K	0.19%	85
2021 Q4	$7.01M	Sell	33,900 -200	-0.6%	-$40.3K	0.15%	99
2021 Q3	$6.55M	Sell	34,100 -100	-0.3%	-$20.8K	0.16%	98
2021 Q2	$7.44M	Buy	34,200 +400	+1%	+$92.4K	0.18%	88
2021 Q1	$7.84M	Buy	33,800 +100	+0.3%	+$20.7K	0.2%	79
2020 Q4	$6.13M	Buy	33,700 +6,200	+23%	+$1.05M	0.18%	88
2020 Q3	$4.1M	Buy	27,500 +4,200	+18%	+$590K	0.19%	77
2020 Q2	$2.95M	Sell	23,300 -200	-0.9%	-$23.7K	0.18%	89
2020 Q1	$2.73M	Sell	23,500 -2,700	-10%	-$345K	0.2%	79
2019 Q4	$3.87M	Sell	26,200 -900	-3%	-$126K	0.19%	77
2019 Q3	$3.42M	Sell	27,100 -1,600	-6%	-$203K	0.18%	80
2019 Q2	$3.97M	Sell	28,700 -1,700	-6%	-$225K	0.2%	74
2019 Q1	$4.12M	Sell	30,400 -600	-2%	-$79.7K	0.21%	70
2018 Q4	$3.94M	Sell	31,000 -3,800	-11%	-$494K	0.22%	68
2018 Q3	$5.31M	Sell	34,800 -400	-1%	-$56.6K	0.23%	67
2018 Q2	$4.78M	Sell	35,200 -1,300	-4%	-$194K	0.22%	67
2018 Q1	$5.38M	Buy	36,500 +500	+1%	+$79K	0.25%	60
2017 Q4	$5.67M	Sell	36,000 -900	-2%	-$125K	0.26%	56
2017 Q3	$4.6M	Buy	36,900 +400	+1%	+$46.1K	0.22%	71
2017 Q2	$3.92M	Buy	36,500 +500	+1%	+$50.8K	0.19%	84
2017 Q1	$3.34M	Sell	36,000 -800	-2%	-$75.7K	0.17%	92
2016 Q4	$3.41M	Sell	36,800 -400	-1%	-$36.3K	0.18%	90
2016 Q3	$3.3M	Sell	37,200 -1,100	-3%	-$90K	0.17%	88
2016 Q2	$2.9M	Sell	38,300 -600	-2%	-$45K	0.15%	100
2016 Q1	$2.98M	Sell	38,900 -1,900	-5%	-$127K	0.15%	100
2015 Q4	$2.77M	Sell	40,800 -3,200	-7%	-$224K	0.14%	117
2015 Q3	$2.88M	Hold	44,000	–	–	0.15%	108
2015 Q2	$3.73M	Buy	44,000 +300	+0.7%	+$25.8K	0.18%	91
2015 Q1	$3.5M	Sell	43,700 -1,900	-4%	-$158K	0.17%	97
2014 Q4	$4.17M	Sell	45,600 -2,600	-5%	-$253K	0.19%	89
2014 Q3	$4.77M	Sell	48,200 -800	-2%	-$84.8K	0.23%	69
2014 Q2	$5.33M	Sell	49,000 -1,600	-3%	-$168K	0.25%	61
2014 Q1	$5.03M	Sell	50,600 -600	-1%	-$56.6K	0.24%	60
2013 Q4	$4.65M	Buy	+51,200	New	+$4.37M	0.22%	72

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Louisiana State Employees Retirement System's CAT Position: Q2 2026 in Review

Louisiana State Employees Retirement System reduced its Caterpillar (CAT) stake by 0.84% in Q2 2026, selling an estimated $176K and leaving 23,500 shares worth $25M. The position accounts for 0.37% of the portfolio, ranked #35.

Louisiana State Employees Retirement System first reported a position in CAT in Q4 2013 and has held it in 51 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Louisiana State Employees Retirement System held 23,500 shares of Caterpillar worth $25M as of Q2 2026.
Louisiana State Employees Retirement System sold 200 Caterpillar shares in Q2 2026, an estimated $176K.
Caterpillar made up 0.37% of Louisiana State Employees Retirement System's portfolio in Q2 2026, its #35 holding.
Louisiana State Employees Retirement System first reported a position in Caterpillar in Q4 2013 and has held it in 51 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Louisiana State Employees Retirement System's 13F filing for Q2 2026, filed 20 Jul 2026.