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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.77M	Hold	22,602	–	–	0.29%	50
2025 Q1	$7.45M	Sell	22,602 -500	-2%	-$165K	0.27%	57
2024 Q4	$8.38M	Sell	23,102 -800	-3%	-$290K	0.28%	47
2024 Q3	$9.35M	Sell	23,902 -1,800	-7%	-$704K	0.32%	42
2024 Q2	$8.56M	Hold	25,702	–	–	0.3%	47
2024 Q1	$9.42M	Sell	25,702 -1,100	-4%	-$403K	0.34%	43
2023 Q4	$7.93M	Hold	26,802	–	–	0.3%	50
2023 Q3	$7.32M	Buy	26,802 +1,500	+6%	+$410K	0.31%	50
2023 Q2	$6.23M	Buy	25,302 +1,200	+5%	+$295K	0.27%	58
2023 Q1	$5.52M	Sell	24,102 -700	-3%	-$160K	0.28%	62
2022 Q4	$5.94M	Sell	24,802 -2,500	-9%	-$599K	0.32%	58
2022 Q3	$4.48M	Sell	27,302 -2,700	-9%	-$443K	0.24%	76
2022 Q2	$5.36M	Sell	30,002 -1,500	-5%	-$268K	0.26%	69
2022 Q1	$7.02M	Sell	31,502 -1,900	-6%	-$423K	0.26%	67
2021 Q4	$6.91M	Sell	33,402 -2,400	-7%	-$496K	0.23%	78
2021 Q3	$6.87M	Sell	35,802 -600	-2%	-$115K	0.24%	79
2021 Q2	$7.92M	Buy	36,402 +2,100	+6%	+$457K	0.27%	71
2021 Q1	$7.95M	Hold	34,302	–	–	0.32%	61
2020 Q4	$6.24M	Sell	34,302 -400	-1%	-$72.8K	0.26%	70
2020 Q3	$5.18M	Sell	34,702 -2,500	-7%	-$373K	0.24%	75
2020 Q2	$4.71M	Buy	37,202 +2,400	+7%	+$304K	0.22%	78
2020 Q1	$4.04M	Sell	34,802 -9,300	-21%	-$1.08M	0.24%	74
2019 Q4	$6.51M	Hold	44,102	–	–	0.27%	72
2019 Q3	$5.57M	Sell	44,102 -3,100	-7%	-$392K	0.25%	77
2019 Q2	$6.43M	Sell	47,202 -2,000	-4%	-$273K	0.28%	70
2019 Q1	$6.67M	Sell	49,202 -1,400	-3%	-$190K	0.29%	67
2018 Q4	$6.43M	Sell	50,602 -2,700	-5%	-$343K	0.31%	65
2018 Q3	$8.13M	Sell	53,302 -1,800	-3%	-$274K	0.31%	64
2018 Q2	$7.48M	Sell	55,102 -1,600	-3%	-$217K	0.29%	65
2018 Q1	$8.36M	Sell	56,702 -100	-0.2%	-$14.7K	0.32%	58
2017 Q4	$8.95M	Buy	56,802 +2,000	+4%	+$315K	0.34%	55
2017 Q3	$6.83M	Hold	54,802	–	–	0.33%	73
2017 Q2	$6.25M	Sell	54,802 -4,700	-8%	-$536K	0.3%	80
2017 Q1	$5.52M	Sell	59,502 -2,900	-5%	-$269K	0.26%	94
2016 Q4	$5.79M	Buy	62,402 +3,300	+6%	+$306K	0.27%	90
2016 Q3	$5.25M	Sell	59,102 -8,900	-13%	-$790K	0.26%	91
2016 Q2	$5.16M	Buy	68,002 +3,600	+6%	+$273K	0.23%	104
2016 Q1	$4.93M	Sell	64,402 -1,000	-2%	-$76.5K	0.24%	103
2015 Q4	$4.45M	Sell	65,402 -2,500	-4%	-$170K	0.21%	116
2015 Q3	$4.44M	Buy	67,902 +3,800	+6%	+$248K	0.22%	115
2015 Q2	$5.44M	Sell	64,102 -6,200	-9%	-$526K	0.26%	98
2015 Q1	$5.63M	Sell	70,302 -5,700	-7%	-$456K	0.25%	104
2014 Q4	$6.96M	Sell	76,002 -7,300	-9%	-$668K	0.29%	92
2014 Q3	$8.25M	Buy	83,302 +100	+0.1%	+$9.9K	0.33%	68
2014 Q2	$9.04M	Hold	83,202	–	–	0.37%	58
2014 Q1	$8.27M	Buy	+83,202	New	+$8.27M	0.35%	65
2013 Q3	–	Sell	-104,202	Closed	-$8.6M	–	658
2013 Q2	$8.6M	Buy	+104,202	New	+$8.6M	0.35%	65