New Jersey Better Educational Savings Trust’s Caterpillar CAT Stock Holding History

New Jersey Better Educational Savings Trust’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
2025 Q2	–	Sell	-647	Closed	-$213K	–	13
2025 Q1	$213K	Hold	647	–	–	0.41%	30
2024 Q4	$235K	Hold	647	–	–	0.45%	24
2024 Q3	$253K	Hold	647	–	–	0.48%	20
2024 Q2	$216K	Sell	647 -753	-54%	-$261K	0.43%	22
2024 Q1	$513K	Hold	1,400	–	–	0.97%	25
2023 Q4	$414K	Hold	1,400	–	–	0.87%	30
2023 Q3	$382K	Hold	1,400	–	–	0.94%	30
2023 Q2	$344K	Hold	1,400	–	–	0.81%	39
2023 Q1	$320K	Hold	1,400	–	–	0.87%	40
2022 Q4	$335K	Hold	1,400	–	–	0.99%	38
2022 Q3	$230K	Hold	1,400	–	–	0.77%	51
2022 Q2	$250K	Hold	1,400	–	–	0.79%	46
2022 Q1	$312K	Hold	1,400	–	–	0.76%	44
2021 Q4	$289K	Hold	1,400	–	–	0.64%	55
2021 Q3	$269K	Hold	1,400	–	–	0.53%	75
2021 Q2	$305K	Hold	1,400	–	–	0.61%	57
2021 Q1	$325K	Buy	+1,400	New	+$290K	0.72%	51
2019 Q1	–	Sell	-2,000	Closed	-$254K	–	174
2018 Q4	$254K	Sell	2,000 -2,000	-50%	-$260K	0.33%	121
2018 Q3	$610K	Buy	4,000 +1,000	+33%	+$141K	0.62%	35
2018 Q2	$407K	Sell	3,000 -1,000	-25%	-$149K	0.44%	80
2018 Q1	$590K	Buy	+4,000	New	+$632K	0.66%	39
2017 Q1	–	Sell	-8,000	Closed	-$742K	–	171
2016 Q4	$742K	Hold	8,000	–	–	0.47%	63
2016 Q3	$710K	Sell	8,000 -3,000	-27%	-$245K	0.46%	73
2016 Q2	$834K	Buy	+11,000	New	+$824K	0.56%	45

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

New Jersey Better Educational Savings Trust's CAT Position: Q2 2025 in Review

New Jersey Better Educational Savings Trust sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 647 shares — an estimated $213K sold.

New Jersey Better Educational Savings Trust first reported a position in CAT in Q2 2016 and held it in 24 quarters. The position peaked at $834K in Q2 2016. 3,014 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

New Jersey Better Educational Savings Trust reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
New Jersey Better Educational Savings Trust sold 647 Caterpillar shares in Q2 2025, an estimated $213K.
New Jersey Better Educational Savings Trust first reported a position in Caterpillar in Q2 2016 and held it in 24 quarters.
New Jersey Better Educational Savings Trust's Caterpillar position peaked at $834K in Q2 2016.
3,014 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2025, filed 5 Aug 2025.