New York State Common Retirement Fund
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New York State Common Retirement Fund’s Caterpillar CAT Stock Holding History

New York State Common Retirement Fund’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 		$562M Buy
527,804
+2,200
+0.4% +$1.93M 0.71% 21
2026
Q1 		$372M Buy
525,604
+126
+0% +$87.3K 0.52% 29
2025
Q4 		$301M Sell
525,478
-57,308
-10% -$31.9M 0.4% 37
2025
Q3 		$278M Sell
582,786
-3,769
-0.6% -$1.61M 0.36% 39
2025
Q2 		$228M Sell
586,555
-6,600
-1% -$2.2M 0.3% 55
2025
Q1 		$196M Sell
593,155
-13,991
-2% -$4.98M 0.29% 66
2024
Q4 		$220M Sell
607,146
-100
-0% -$38.8K 0.3% 55
2024
Q3 		$238M Sell
607,246
-48,000
-7% -$16.6M 0.32% 49
2024
Q2 		$218M Sell
655,246
-33,119
-5% -$11.5M 0.29% 56
2024
Q1 		$252M Sell
688,365
-18,390
-3% -$5.88M 0.33% 52
2023
Q4 		$209M Sell
706,755
-80,098
-10% -$20.8M 0.29% 62
2023
Q3 		$215M Sell
786,853
-50,774
-6% -$13.8M 0.31% 53
2023
Q2 		$206M Sell
837,627
-28,574
-3% -$6.37M 0.26% 67
2023
Q1 		$198M Sell
866,201
-56,950
-6% -$13.8M 0.27% 75
2022
Q4 		$221M Buy
923,151
+2,258
+0.2% +$492K 0.3% 62
2022
Q3 		$151M Sell
920,893
-54,174
-6% -$9.9M 0.22% 90
2022
Q2 		$174M Sell
975,067
-17,514
-2% -$3.69M 0.23% 88
2022
Q1 		$221M Buy
992,581
+7,294
+0.7% +$1.53M 0.24% 81
2021
Q4 		$204M Sell
985,287
-5,580
-0.6% -$1.12M 0.2% 92
2021
Q3 		$190M Sell
990,867
-36,295
-4% -$7.56M 0.2% 92
2021
Q2 		$224M Sell
1,027,162
-238,874
-19% -$55.2M 0.23% 84
2021
Q1 		$294M Sell
1,266,036
-79,567
-6% -$16.5M 0.32% 58
2020
Q4 		$245M Buy
1,345,603
+186,100
+16% +$31.6M 0.27% 67
2020
Q3 		$173M Sell
1,159,503
-53,547
-4% -$7.52M 0.21% 94
2020
Q2 		$153M Sell
1,213,050
-37,200
-3% -$4.41M 0.2% 103
2020
Q1 		$145M Sell
1,250,250
-8,600
-0.7% -$1.1M 0.22% 94
2019
Q4 		$186M Buy
1,258,850
+11,700
+0.9% +$1.63M 0.22% 86
2019
Q3 		$158M Sell
1,247,150
-17,400
-1% -$2.21M 0.2% 94
2019
Q2 		$172M Sell
1,264,550
-57,700
-4% -$7.62M 0.22% 89
2019
Q1 		$179M Sell
1,322,250
-12,200
-0.9% -$1.62M 0.23% 82
2018
Q4 		$170M Sell
1,334,450
-79,400
-6% -$10.3M 0.25% 81
2018
Q3 		$216M Sell
1,413,850
-15,250
-1% -$2.16M 0.26% 74
2018
Q2 		$194M Sell
1,429,100
-26,100
-2% -$3.9M 0.24% 76
2018
Q1 		$214M Sell
1,455,200
-39,230
-3% -$6.19M 0.27% 71
2017
Q4 		$235M Sell
1,494,430
-700
-0% -$97.1K 0.28% 64
2017
Q3 		$186M Sell
1,495,130
-26,850
-2% -$3.09M 0.24% 86
2017
Q2 		$164M Sell
1,521,980
-13,821
-0.9% -$1.4M 0.22% 89
2017
Q1 		$142M Sell
1,535,801
-2,299
-0.1% -$218K 0.19% 99
2016
Q4 		$143M Sell
1,538,100
-43,900
-3% -$3.98M 0.2% 94
2016
Q3 		$140M Sell
1,582,000
-126,900
-7% -$10.4M 0.2% 91
2016
Q2 		$130M Sell
1,708,900
-35,600
-2% -$2.67M 0.19% 104
2016
Q1 		$134M Sell
1,744,500
-33,200
-2% -$2.23M 0.2% 96
2015
Q4 		$121M Sell
1,777,700
-31,100
-2% -$2.17M 0.19% 107
2015
Q3 		$118M Buy
1,808,800
+76,381
+4% +$5.84M 0.19% 110
2015
Q2 		$147M Buy
1,732,419
+65,520
+4% +$5.63M 0.21% 92
2015
Q1 		$133M Sell
1,666,899
-43,797
-3% -$3.64M 0.19% 108
2014
Q4 		$157M Sell
1,710,696
-59,298
-3% -$5.77M 0.23% 91
2014
Q3 		$175M Sell
1,769,994
-89,435
-5% -$9.48M 0.26% 74
2014
Q2 		$202M Buy
1,859,429
+61,830
+3% +$6.49M 0.3% 61
2014
Q1 		$179M Sell
1,797,599
-20,400
-1% -$1.92M 0.28% 69
2013
Q4 		$165M Sell
1,817,999
-123,090
-6% -$10.5M 0.26% 72
2013
Q3 		$162M Sell
1,941,089
-44,810
-2% -$3.79M 0.27% 67
2013
Q2 		$164M Buy
+1,985,899
New +$169M 0.29% 63

Other funds holding CAT

ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund's CAT Position: Q2 2026 in Review

New York State Common Retirement Fund increased its Caterpillar (CAT) stake by 0.42% in Q2 2026, buying an estimated $1.93M and bringing the position to 527,804 shares worth $562M. The position accounts for 0.71% of the portfolio, ranked #21.

New York State Common Retirement Fund first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,746 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • New York State Common Retirement Fund held 527,804 shares of Caterpillar worth $562M as of Q2 2026.
  • New York State Common Retirement Fund bought 2,200 Caterpillar shares in Q2 2026, an estimated $1.93M.
  • Caterpillar made up 0.71% of New York State Common Retirement Fund's portfolio in Q2 2026, its #21 holding.
  • New York State Common Retirement Fund first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 1,746 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.