New York State Teachers Retirement System (NYSTRS)’s Caterpillar CAT Stock Holding History

New York State Teachers Retirement System (NYSTRS)’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	$378M	Sell	355,409 -15,002	-4%	-$13.2M	0.7%	21
2026 Q1	$262M	Sell	370,411 -217	-0.1%	-$150K	0.53%	27
2025 Q4	$212M	Sell	370,628 -17,121	-4%	-$9.52M	0.41%	36
2025 Q3	$185M	Sell	387,749 -25,772	-6%	-$11M	0.36%	38
2025 Q2	$161M	Sell	413,521 -6,446	-2%	-$2.15M	0.34%	51
2025 Q1	$139M	Sell	419,967 -26,943	-6%	-$9.6M	0.32%	54
2024 Q4	$162M	Sell	446,910 -27,131	-6%	-$10.5M	0.34%	45
2024 Q3	$185M	Sell	474,041 -19,437	-4%	-$6.71M	0.38%	41
2024 Q2	$164M	Sell	493,478 -31,346	-6%	-$10.9M	0.35%	45
2024 Q1	$192M	Sell	524,824 -15,843	-3%	-$5.06M	0.4%	43
2023 Q4	$160M	Sell	540,667 -17,206	-3%	-$4.46M	0.36%	47
2023 Q3	$152M	Sell	557,873 -25,334	-4%	-$6.87M	0.37%	46
2023 Q2	$143M	Sell	583,207 -32,225	-5%	-$7.18M	0.32%	56
2023 Q1	$141M	Sell	615,432 -12,033	-2%	-$2.91M	0.33%	58
2022 Q4	$150M	Buy	627,465 +1,151	+0.2%	+$251K	0.37%	52
2022 Q3	$103M	Sell	626,314 -8,311	-1%	-$1.52M	0.27%	74
2022 Q2	$113M	Sell	634,625 -3,760	-0.6%	-$792K	0.28%	69
2022 Q1	$142M	Hold	638,385	–	–	0.29%	68
2021 Q4	$132M	Sell	638,385 -9,985	-2%	-$2.01M	0.26%	78
2021 Q3	$124M	Sell	648,370 -2,015	-0.3%	-$420K	0.26%	78
2021 Q2	$142M	Sell	650,385 -31,070	-5%	-$7.18M	0.3%	72
2021 Q1	$158M	Sell	681,455 -36,501	-5%	-$7.56M	0.34%	61
2020 Q4	$131M	Sell	717,956 -17,444	-2%	-$2.96M	0.29%	71
2020 Q3	$110M	Sell	735,400 -60,948	-8%	-$8.56M	0.27%	74
2020 Q2	$101M	Buy	796,348 +2,950	+0.4%	+$350K	0.25%	75
2020 Q1	$92.1M	Sell	793,398 -23,500	-3%	-$3M	0.28%	73
2019 Q4	$121M	Sell	816,898 -32,259	-4%	-$4.5M	0.28%	72
2019 Q3	$107M	Sell	849,157 -4,304	-0.5%	-$547K	0.27%	76
2019 Q2	$116M	Sell	853,461 -18,425	-2%	-$2.43M	0.29%	68
2019 Q1	$118M	Sell	871,886 -14,360	-2%	-$1.91M	0.3%	69
2018 Q4	$113M	Sell	886,246 -18,183	-2%	-$2.37M	0.32%	66
2018 Q3	$138M	Sell	904,429 -24,077	-3%	-$3.41M	0.32%	65
2018 Q2	$126M	Sell	928,506 -38,840	-4%	-$5.8M	0.31%	69
2018 Q1	$143M	Buy	967,346 +4,737	+0.5%	+$748K	0.35%	59
2017 Q4	$152M	Buy	962,609 +8,242	+0.9%	+$1.14M	0.36%	56
2017 Q3	$119M	Buy	954,367 +4,193	+0.4%	+$483K	0.3%	71
2017 Q2	$102M	Sell	950,174 -22,967	-2%	-$2.33M	0.26%	85
2017 Q1	$90.3M	Sell	973,141 -15,934	-2%	-$1.51M	0.23%	95
2016 Q4	$91.7M	Sell	989,075 -6,990	-0.7%	-$633K	0.24%	90
2016 Q3	$88.4M	Sell	996,065 -36,299	-4%	-$2.97M	0.23%	88
2016 Q2	$78.3M	Sell	1,032,364 -16,599	-2%	-$1.24M	0.21%	105
2016 Q1	$80.3M	Buy	1,048,963 +2,617	+0.3%	+$176K	0.21%	98
2015 Q4	$71.1M	Sell	1,046,346 -33,858	-3%	-$2.37M	0.19%	117
2015 Q3	$70.6M	Sell	1,080,204 -7,296	-0.7%	-$558K	0.2%	107
2015 Q2	$92.2M	Sell	1,087,500 -55,890	-5%	-$4.81M	0.24%	91
2015 Q1	$91.5M	Sell	1,143,390 -16,551	-1%	-$1.38M	0.23%	94
2014 Q4	$106M	Sell	1,159,941 -39,155	-3%	-$3.81M	0.27%	86
2014 Q3	$119M	Sell	1,199,096 -7,898	-0.7%	-$837K	0.31%	69
2014 Q2	$131M	Sell	1,206,994 -46,039	-4%	-$4.83M	0.34%	59
2014 Q1	$125M	Sell	1,253,033 -26,695	-2%	-$2.52M	0.33%	62
2013 Q4	$116M	Sell	1,279,728 -74,870	-6%	-$6.39M	0.3%	71
2013 Q3	$113M	Sell	1,354,598 -83,967	-6%	-$7.1M	0.31%	66
2013 Q2	$119M	Buy	+1,438,565	New	+$122M	0.33%	59

Other funds holding CAT

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)'s CAT Position: Q2 2026 in Review

New York State Teachers Retirement System (NYSTRS) reduced its Caterpillar (CAT) stake by 4.1% in Q2 2026, selling an estimated $13.2M and leaving 355,409 shares worth $378M. The position accounts for 0.7% of the portfolio, ranked #21.

New York State Teachers Retirement System (NYSTRS) first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,642 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

New York State Teachers Retirement System (NYSTRS) held 355,409 shares of Caterpillar worth $378M as of Q2 2026.
New York State Teachers Retirement System (NYSTRS) sold 15,002 Caterpillar shares in Q2 2026, an estimated $13.2M.
Caterpillar made up 0.7% of New York State Teachers Retirement System (NYSTRS)'s portfolio in Q2 2026, its #21 holding.
New York State Teachers Retirement System (NYSTRS) first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,642 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New York State Teachers Retirement System (NYSTRS)'s 13F filing for Q2 2026, filed 23 Jul 2026.