Oregon Public Employees Retirement Fund’s Caterpillar CAT Stock Holding History

Oregon Public Employees 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	$60.3M	Buy	56,630 +3,301	+6%	+$2.9M	0.65%	23
2026 Q1	$37.8M	Sell	53,329 -208	-0.4%	-$144K	0.5%	27
2025 Q4	$30.7M	Buy	53,537 +27	+0.1%	+$15K	0.39%	36
2025 Q3	$25.5M	Buy	53,510 +12,881	+32%	+$5.5M	0.33%	40
2025 Q2	$15.8M	Sell	40,629 -400	-1%	-$133K	0.28%	52
2025 Q1	$13.5M	Sell	41,029 -364	-0.9%	-$130K	0.26%	58
2024 Q4	$15M	Sell	41,393 -117	-0.3%	-$45.4K	0.28%	50
2024 Q3	$16.2M	Sell	41,510 -497	-1%	-$172K	0.3%	44
2024 Q2	$14M	Sell	42,007 -1,528	-4%	-$530K	0.28%	51
2024 Q1	$16M	Buy	43,535 +3,751	+9%	+$1.2M	0.32%	46
2023 Q4	$11.8M	Buy	39,784 +387	+1%	+$100K	0.21%	87
2023 Q3	$10.8M	Sell	39,397 -736	-2%	-$200K	0.15%	148
2023 Q2	$9.87M	Sell	40,133 -240	-0.6%	-$53.5K	0.12%	185
2023 Q1	$9.24M	Sell	40,373 -76	-0.2%	-$18.4K	0.11%	197
2022 Q4	$9.69M	Sell	40,449 -37	-0.1%	-$8.05K	0.13%	184
2022 Q3	$6.64M	Sell	40,486 -1,330	-3%	-$243K	0.09%	227
2022 Q2	$7.47M	Sell	41,816 -1,869	-4%	-$394K	0.11%	172
2022 Q1	$9.73M	Sell	43,685 -700	-2%	-$147K	0.1%	222
2021 Q4	$9.18M	Sell	44,385 -99,707	-69%	-$20.1M	0.1%	186
2021 Q3	$27.7M	Sell	144,092 -2,141	-1%	-$446K	0.32%	57
2021 Q2	$31.8M	Buy	146,233 +101,403	+226%	+$23.4M	0.36%	48
2021 Q1	$10.4M	Buy	44,830 +2,429	+6%	+$503K	0.12%	155
2020 Q4	$7.72M	Sell	42,401 -1,336	-3%	-$227K	0.1%	193
2020 Q3	$6.52M	Sell	43,737 -5,289	-11%	-$743K	0.1%	192
2020 Q2	$6.2M	Sell	49,026 -3,100	-6%	-$368K	0.09%	205
2020 Q1	$6.05M	Sell	52,126 -1,681	-3%	-$215K	0.1%	185
2019 Q4	$7.95M	Sell	53,807 -3,918	-7%	-$547K	0.11%	177
2019 Q3	$7.29M	Sell	57,725 -4,463	-7%	-$567K	0.1%	219
2019 Q2	$8.48M	Buy	62,188 +358	+0.6%	+$47.3K	0.12%	179
2019 Q1	$8.38M	Sell	61,830 -9,426	-13%	-$1.25M	0.12%	170
2018 Q4	$9.05M	Sell	71,256 -59,298	-45%	-$7.71M	0.14%	143
2018 Q3	$19.9M	Buy	130,554 +651	+0.5%	+$92.1K	0.27%	74
2018 Q2	$17.6M	Sell	129,903 -24,349	-16%	-$3.64M	0.26%	75
2018 Q1	$22.7M	Buy	154,252 +2,958	+2%	+$467K	0.34%	53
2017 Q4	$23.8M	Buy	151,294 +89,573	+145%	+$12.4M	0.36%	52
2017 Q3	$7.7M	Buy	61,721 +338	+0.6%	+$38.9K	0.12%	170
2017 Q2	$6.6M	Hold	61,383	–	–	0.11%	186
2017 Q1	$5.69M	Buy	61,383 +433	+0.7%	+$41K	0.11%	184
2016 Q4	$5.65M	Buy	60,950 +1,358	+2%	+$123K	0.12%	181
2016 Q3	$5.29M	Sell	59,592 -78,386	-57%	-$6.41M	0.11%	180
2016 Q2	$10.5M	Buy	137,978 +5,441	+4%	+$408K	0.23%	90
2016 Q1	$10.1M	Sell	132,537 -777	-0.6%	-$52.1K	0.23%	92
2015 Q4	$9.06M	Buy	133,314 +13,700	+11%	+$958K	0.21%	103
2015 Q3	$7.82M	Buy	119,614 +806	+0.7%	+$61.6K	0.19%	105
2015 Q2	$10.1M	Buy	118,808 +7,500	+7%	+$645K	0.23%	92
2015 Q1	$8.91M	Buy	111,308 +700	+0.6%	+$58.2K	0.21%	100
2014 Q4	$10.1M	Sell	110,608 -27,747	-20%	-$2.7M	0.24%	88
2014 Q3	$13.7M	Sell	138,355 -300	-0.2%	-$31.8K	0.34%	58
2014 Q2	$15.1M	Buy	138,655 +28,800	+26%	+$3.02M	0.38%	47
2014 Q1	$10.9M	Buy	109,855 +1,200	+1%	+$113K	0.29%	76
2013 Q4	$9.87M	Buy	108,655 +22,000	+25%	+$1.88M	0.26%	86
2013 Q3	$7.22M	Buy	86,655 +1,580	+2%	+$134K	0.29%	67
2013 Q2	$7.02M	Buy	+85,075	New	+$7.23M	0.3%	64

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Oregon Public Employees Retirement Fund's CAT Position: Q2 2026 in Review

Oregon Public Employees Retirement Fund increased its Caterpillar (CAT) stake by 6.2% in Q2 2026, buying an estimated $2.9M and bringing the position to 56,630 shares worth $60.3M. The position accounts for 0.65% of the portfolio, ranked #23.

Oregon Public Employees Retirement Fund first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 1,902 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Oregon Public Employees Retirement Fund held 56,630 shares of Caterpillar worth $60.3M as of Q2 2026.
Oregon Public Employees Retirement Fund bought 3,301 Caterpillar shares in Q2 2026, an estimated $2.9M.
Caterpillar made up 0.65% of Oregon Public Employees Retirement Fund's portfolio in Q2 2026, its #23 holding.
Oregon Public Employees Retirement Fund first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
1,902 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Oregon Public Employees Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.