NYLIM
CAT icon

New York Life Investment Management’s Caterpillar CAT Stock Holding History

New York Life Investment Management’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 		$45.8M Buy
64,619
+472
+0.7% +$327K 0.39% 49
2025
Q4 		$36.7M Buy
64,147
+497
+0.8% +$276K 0.32% 60
2025
Q3 		$30.4M Sell
63,650
-486
-0.8% -$207K 0.27% 68
2025
Q2 		$24.9M Buy
64,136
+55
+0.1% +$18.3K 0.23% 87
2025
Q1 		$21.1M Sell
64,081
-881
-1% -$314K 0.22% 97
2024
Q4 		$23.6M Buy
64,962
+230
+0.4% +$89.2K 0.23% 82
2024
Q3 		$25.3M Sell
64,732
-2,713
-4% -$937K 0.25% 76
2024
Q2 		$22.5M Sell
67,445
-2,314
-3% -$802K 0.23% 83
2024
Q1 		$25.6M Sell
69,759
-2,809
-4% -$898K 0.25% 76
2023
Q4 		$21.5M Sell
72,568
-536
-0.7% -$139K 0.22% 85
2023
Q3 		$20M Sell
73,104
-328
-0.4% -$89K 0.22% 84
2023
Q2 		$18.1M Sell
73,432
-566
-0.8% -$126K 0.19% 111
2023
Q1 		$16.9M Sell
73,998
-13,703
-16% -$3.31M 0.19% 118
2022
Q4 		$21M Sell
87,701
-1,319
-1% -$287K 0.24% 95
2022
Q3 		$14.6M Sell
89,020
-1,228
-1% -$224K 0.18% 125
2022
Q2 		$16.1M Buy
+90,248
New +$19M 0.19% 111

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $336B AUM 34.66% 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

New York Life Investment Management's CAT Position: Q1 2026 in Review

New York Life Investment Management increased its Caterpillar (CAT) stake by 0.74% in Q1 2026, buying an estimated $327K and bringing the position to 64,619 shares worth $45.8M. The position accounts for 0.39% of the portfolio, ranked #49.

New York Life Investment Management first reported a position in CAT in Q2 2022 and has held it in 16 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • New York Life Investment Management held 64,619 shares of Caterpillar worth $45.8M as of Q1 2026.
  • New York Life Investment Management bought 472 Caterpillar shares in Q1 2026, an estimated $327K.
  • Caterpillar made up 0.39% of New York Life Investment Management's portfolio in Q1 2026, its #49 holding.
  • New York Life Investment Management first reported a position in Caterpillar in Q2 2022 and has held it in 16 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.