Ohio Public Employees Retirement System (OPERS)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $137M | Buy |
193,151
+97
| +0.1% | +$67.2K | 0.44% | 33 |
|
|
2025
Q4 | $111M | Buy |
193,054
+1,919
| +1% | +$1.07M | 0.34% | 43 |
|
|
2025
Q3 | $91.2M | Sell |
191,135
-2,759
| -1% | -$1.18M | 0.29% | 51 |
|
|
2025
Q2 | $75.3M | Sell |
193,894
-10,546
| -5% | -$3.52M | 0.25% | 67 |
|
|
2025
Q1 | $67.4M | Sell |
204,440
-10,581
| -5% | -$3.77M | 0.24% | 70 |
|
|
2024
Q4 | $78M | Sell |
215,021
-9,516
| -4% | -$3.69M | 0.27% | 60 |
|
|
2024
Q3 | $87.8M | Sell |
224,537
-1,714
| -0.8% | -$592K | 0.38% | 49 |
|
|
2024
Q2 | $75.4M | Sell |
226,251
-19,511
| -8% | -$6.77M | 0.29% | 58 |
|
|
2024
Q1 | $90.1M | Sell |
245,762
-17,920
| -7% | -$5.73M | 0.35% | 50 |
|
|
2023
Q4 | $78M | Sell |
263,682
-4,749
| -2% | -$1.23M | 0.31% | 57 |
|
|
2023
Q3 | $73.3M | Sell |
268,431
-18,795
| -7% | -$5.1M | 0.33% | 54 |
|
|
2023
Q2 | $70.7M | Sell |
287,226
-22,998
| -7% | -$5.13M | 0.28% | 63 |
|
|
2023
Q1 | $71M | Sell |
310,224
-6,258
| -2% | -$1.51M | 0.3% | 67 |
|
|
2022
Q4 | $75.8M | Sell |
316,482
-1,441
| -0.5% | -$314K | 0.33% | 64 |
|
|
2022
Q3 | $52.2M | Sell |
317,923
-1,550
| -0.5% | -$283K | 0.24% | 83 |
|
|
2022
Q2 | $57.1M | Sell |
319,473
-3,340
| -1% | -$704K | 0.24% | 75 |
|
|
2022
Q1 | $71.9M | Sell |
322,813
-10,644
| -3% | -$2.23M | 0.25% | 77 |
|
|
2021
Q4 | $68.9M | Sell |
333,457
-14,974
| -4% | -$3.02M | 0.23% | 81 |
|
|
2021
Q3 | $66.9M | Sell |
348,431
-3,238
| -0.9% | -$674K | 0.24% | 81 |
|
|
2021
Q2 | $76.5M | Buy |
351,669
+1,867
| +0.5% | +$431K | 0.27% | 74 |
|
|
2021
Q1 | $81.1M | Buy |
349,802
+23,146
| +7% | +$4.79M | 0.32% | 60 |
|
|
2020
Q4 | $59.5M | Buy |
326,656
+21,767
| +7% | +$3.69M | 0.27% | 70 |
|
|
2020
Q3 | $45.5M | Buy |
304,889
+5,238
| +2% | +$736K | 0.25% | 80 |
|
|
2020
Q2 | $37.9M | Buy |
299,651
+936
| +0.3% | +$111K | 0.22% | 93 |
|
|
2020
Q1 | $34.7M | Sell |
298,715
-25,683
| -8% | -$3.28M | 0.24% | 87 |
|
|
2019
Q4 | $47.9M | Sell |
324,398
-2,352
| -0.7% | -$328K | 0.25% | 81 |
|
|
2019
Q3 | $41.3M | Sell |
326,750
-12,993
| -4% | -$1.65M | 0.22% | 93 |
|
|
2019
Q2 | $46.3M | Sell |
339,743
-32,083
| -9% | -$4.24M | 0.25% | 79 |
|
|
2019
Q1 | $50.4M | Sell |
371,826
-19,120
| -5% | -$2.54M | 0.26% | 77 |
|
|
2018
Q4 | $49.7M | Sell |
390,946
-7,500
| -2% | -$976K | 0.29% | 74 |
|
|
2018
Q3 | $60.8M | Sell |
398,446
-26,961
| -6% | -$3.81M | 0.3% | 70 |
|
|
2018
Q2 | $57.7M | Buy |
425,407
+35,698
| +9% | +$5.33M | 0.29% | 65 |
|
|
2018
Q1 | $57.4M | Sell |
389,709
-18,975
| -5% | -$3M | 0.3% | 60 |
|
|
2017
Q4 | $64.4M | Buy |
408,684
+14,512
| +4% | +$2.01M | 0.32% | 56 |
|
|
2017
Q3 | $49.2M | Buy |
394,172
+1,825
| +0.5% | +$210K | 0.26% | 77 |
|
|
2017
Q2 | $42.2M | Buy |
392,347
+15,499
| +4% | +$1.57M | 0.23% | 89 |
|
|
2017
Q1 | $35M | Sell |
376,848
-7,613
| -2% | -$721K | 0.2% | 104 |
|
|
2016
Q4 | $37.8M | Buy |
384,461
+6,700
| +2% | +$607K | 0.21% | 96 |
|
|
2016
Q3 | $33.5M | Buy |
377,761
+12,805
| +4% | +$1.05M | 0.21% | 98 |
|
|
2016
Q2 | $27.7M | Sell |
364,956
-29,637
| -8% | -$2.22M | 0.18% | 129 |
|
|
2016
Q1 | $30.2M | Sell |
394,593
-18,423
| -4% | -$1.24M | 0.2% | 114 |
|
|
2015
Q4 | $28.1M | Sell |
413,016
-22,718
| -5% | -$1.59M | 0.17% | 135 |
|
|
2015
Q3 | $28.5M | Buy |
435,734
+959
| +0.2% | +$73.4K | 0.18% | 125 |
|
|
2015
Q2 | $36.9M | Sell |
434,775
-16,644
| -4% | -$1.43M | 0.21% | 104 |
|
|
2015
Q1 | $36.1M | Buy |
451,419
+5,147
| +1% | +$428K | 0.21% | 113 |
|
|
2014
Q4 | $40.8M | Sell |
446,272
-288
| -0.1% | -$28K | 0.24% | 90 |
|
|
2014
Q3 | $44.2M | Sell |
446,560
-42,268
| -9% | -$4.48M | 0.26% | 76 |
|
|
2014
Q2 | $53.1M | Sell |
488,828
-25,898
| -5% | -$2.72M | 0.3% | 65 |
|
|
2014
Q1 | $51.1M | Sell |
514,726
-22,129
| -4% | -$2.09M | 0.3% | 63 |
|
|
2013
Q4 | $48.8M | Hold |
536,855
| – | – | 0.26% | 75 |
|
|
2013
Q3 | $44.8M | Sell |
536,855
-25,446
| -5% | -$2.15M | 0.24% | 85 |
|
|
2013
Q2 | $46.4M | Buy |
+562,301
| New | +$47.8M | 0.26% | 75 |
|
Other funds holding CAT
VCM
VPM
Ohio Public Employees Retirement System (OPERS)'s CAT Position: Q1 2026 in Review
Ohio Public Employees Retirement System (OPERS) increased its Caterpillar (CAT) stake by 0.05% in Q1 2026, buying an estimated $67.2K and bringing the position to 193,151 shares worth $137M. The position accounts for 0.44% of the portfolio, ranked #33.
Ohio Public Employees Retirement System (OPERS) first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Ohio Public Employees Retirement System (OPERS) held 193,151 shares of Caterpillar worth $137M as of Q1 2026.
- Ohio Public Employees Retirement System (OPERS) bought 97 Caterpillar shares in Q1 2026, an estimated $67.2K.
- Caterpillar made up 0.44% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q1 2026, its #33 holding.
- Ohio Public Employees Retirement System (OPERS) first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q1 2026, filed 14 May 2026.