New Mexico Educational Retirement Board’s Caterpillar CAT Stock Holding History

New Mexico Educational Retirement Board’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	$24.6M	Buy	23,102 +1,200	+5%	+$1.05M	0.62%	22
2026 Q1	$15.5M	Hold	21,902	–	–	0.48%	24
2025 Q4	$12.5M	Buy	21,902 +700	+3%	+$389K	0.37%	34
2025 Q3	$10.1M	Sell	21,202 -1,400	-6%	-$598K	0.31%	38
2025 Q2	$8.77M	Hold	22,602	–	–	0.29%	50
2025 Q1	$7.45M	Sell	22,602 -500	-2%	-$178K	0.27%	57
2024 Q4	$8.38M	Sell	23,102 -800	-3%	-$310K	0.28%	47
2024 Q3	$9.35M	Sell	23,902 -1,800	-7%	-$622K	0.32%	42
2024 Q2	$8.56M	Hold	25,702	–	–	0.3%	47
2024 Q1	$9.42M	Sell	25,702 -1,100	-4%	-$352K	0.34%	43
2023 Q4	$7.92M	Hold	26,802	–	–	0.3%	50
2023 Q3	$7.32M	Buy	26,802 +1,500	+6%	+$407K	0.31%	50
2023 Q2	$6.23M	Buy	25,302 +1,200	+5%	+$268K	0.27%	58
2023 Q1	$5.52M	Sell	24,102 -700	-3%	-$169K	0.28%	62
2022 Q4	$5.94M	Sell	24,802 -2,500	-9%	-$544K	0.32%	58
2022 Q3	$4.48M	Sell	27,302 -2,700	-9%	-$493K	0.24%	76
2022 Q2	$5.36M	Sell	30,002 -1,500	-5%	-$316K	0.26%	69
2022 Q1	$7.02M	Sell	31,502 -1,900	-6%	-$398K	0.26%	67
2021 Q4	$6.91M	Sell	33,402 -2,400	-7%	-$483K	0.23%	78
2021 Q3	$6.87M	Sell	35,802 -600	-2%	-$125K	0.24%	79
2021 Q2	$7.92M	Buy	36,402 +2,100	+6%	+$485K	0.27%	71
2021 Q1	$7.95M	Hold	34,302	–	–	0.32%	61
2020 Q4	$6.24M	Sell	34,302 -400	-1%	-$67.8K	0.26%	70
2020 Q3	$5.18M	Sell	34,702 -2,500	-7%	-$351K	0.24%	75
2020 Q2	$4.71M	Buy	37,202 +2,400	+7%	+$285K	0.22%	78
2020 Q1	$4.04M	Sell	34,802 -9,300	-21%	-$1.19M	0.24%	74
2019 Q4	$6.51M	Hold	44,102	–	–	0.27%	72
2019 Q3	$5.57M	Sell	44,102 -3,100	-7%	-$394K	0.25%	77
2019 Q2	$6.43M	Sell	47,202 -2,000	-4%	-$264K	0.28%	70
2019 Q1	$6.67M	Sell	49,202 -1,400	-3%	-$186K	0.29%	67
2018 Q4	$6.43M	Sell	50,602 -2,700	-5%	-$351K	0.31%	65
2018 Q3	$8.13M	Sell	53,302 -1,800	-3%	-$255K	0.31%	64
2018 Q2	$7.48M	Sell	55,102 -1,600	-3%	-$239K	0.29%	65
2018 Q1	$8.36M	Sell	56,702 -100	-0.2%	-$15.8K	0.32%	58
2017 Q4	$8.95M	Buy	56,802 +2,000	+4%	+$277K	0.34%	55
2017 Q3	$6.83M	Hold	54,802	–	–	0.33%	73
2017 Q2	$6.25M	Sell	54,802 -4,700	-8%	-$477K	0.3%	80
2017 Q1	$5.52M	Sell	59,502 -2,900	-5%	-$275K	0.26%	94
2016 Q4	$5.79M	Buy	62,402 +3,300	+6%	+$299K	0.27%	90
2016 Q3	$5.25M	Sell	59,102 -8,900	-13%	-$728K	0.26%	91
2016 Q2	$5.16M	Buy	68,002 +3,600	+6%	+$270K	0.23%	104
2016 Q1	$4.93M	Sell	64,402 -1,000	-2%	-$67.1K	0.24%	103
2015 Q4	$4.45M	Sell	65,402 -2,500	-4%	-$175K	0.21%	116
2015 Q3	$4.44M	Buy	67,902 +3,800	+6%	+$291K	0.22%	115
2015 Q2	$5.44M	Sell	64,102 -6,200	-9%	-$533K	0.26%	98
2015 Q1	$5.63M	Sell	70,302 -5,700	-7%	-$474K	0.25%	104
2014 Q4	$6.96M	Sell	76,002 -7,300	-9%	-$711K	0.29%	92
2014 Q3	$8.25M	Buy	83,302 +100	+0.1%	+$10.6K	0.33%	68
2014 Q2	$9.04M	Hold	83,202	–	–	0.37%	58
2014 Q1	$8.27M	Buy	+83,202	New	+$7.85M	0.35%	65
2013 Q3	–	Sell	-104,202	Closed	-$8.6M	–	658
2013 Q2	$8.6M	Buy	+104,202	New	+$8.86M	0.35%	65

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New Mexico Educational Retirement Board's CAT Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Caterpillar (CAT) stake by 5.5% in Q2 2026, buying an estimated $1.05M and bringing the position to 23,102 shares worth $24.6M. The position accounts for 0.62% of the portfolio, ranked #22.

New Mexico Educational Retirement Board first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

New Mexico Educational Retirement Board held 23,102 shares of Caterpillar worth $24.6M as of Q2 2026.
New Mexico Educational Retirement Board bought 1,200 Caterpillar shares in Q2 2026, an estimated $1.05M.
Caterpillar made up 0.62% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #22 holding.
New Mexico Educational Retirement Board first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.