Retirement Systems of Alabama’s Caterpillar CAT Stock Holding History

Retirement Systems of Alabama’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	$246M	Sell	230,879 -2,049	-0.9%	-$1.8M	0.74%	20
2026 Q1	$165M	Sell	232,928 -749	-0.3%	-$519K	0.55%	26
2025 Q4	$134M	Sell	233,677 -378	-0.2%	-$210K	0.43%	38
2025 Q3	$112M	Sell	234,055 -985	-0.4%	-$421K	0.37%	46
2025 Q2	$91.2M	Sell	235,040 -4,164	-2%	-$1.39M	0.33%	55
2025 Q1	$78.9M	Sell	239,204 -3,389	-1%	-$1.21M	0.31%	61
2024 Q4	$88M	Sell	242,593 -1,180	-0.5%	-$458K	0.33%	52
2024 Q3	$95.3M	Sell	243,773 -22,395	-8%	-$7.73M	0.36%	49
2024 Q2	$88.7M	Sell	266,168 -13,948	-5%	-$4.84M	0.34%	52
2024 Q1	$103M	Sell	280,116 -67	-0%	-$21.4K	0.4%	45
2023 Q4	$82.8M	Sell	280,183 -5,538	-2%	-$1.44M	0.35%	56
2023 Q3	$78M	Sell	285,721 -25,735	-8%	-$6.98M	0.36%	51
2023 Q2	$76.6M	Sell	311,456 -36,690	-11%	-$8.18M	0.34%	53
2023 Q1	$79.7M	Sell	348,146 -12,901	-4%	-$3.12M	0.35%	58
2022 Q4	$86.5M	Sell	361,047 -8,625	-2%	-$1.88M	0.38%	54
2022 Q3	$60.7M	Sell	369,672 -1,475	-0.4%	-$269K	0.28%	72
2022 Q2	$66.3M	Sell	371,147 -12,292	-3%	-$2.59M	0.29%	73
2022 Q1	$85.4M	Sell	383,439 -3,530	-0.9%	-$740K	0.31%	67
2021 Q4	$80M	Sell	386,969 -20,096	-5%	-$4.05M	0.28%	75
2021 Q3	$78.1M	Sell	407,065 -12,374	-3%	-$2.58M	0.29%	70
2021 Q2	$91.3M	Sell	419,439 -36,020	-8%	-$8.32M	0.33%	63
2021 Q1	$106M	Sell	455,459 -14,278	-3%	-$2.96M	0.4%	49
2020 Q4	$85.5M	Buy	469,737 +34,336	+8%	+$5.82M	0.34%	55
2020 Q3	$64.9M	Sell	435,401 -16,845	-4%	-$2.37M	0.3%	62
2020 Q2	$57.2M	Sell	452,246 -11,528	-2%	-$1.37M	0.28%	67
2020 Q1	$53.8M	Buy	463,774 +57	+0%	+$7.28K	0.3%	67
2019 Q4	$68.5M	Sell	463,717 -3,478	-0.7%	-$485K	0.3%	65
2019 Q3	$59M	Sell	467,195 -9,117	-2%	-$1.16M	0.28%	67
2019 Q2	$64.9M	Buy	476,312 +2,352	+0.5%	+$311K	0.3%	62
2019 Q1	$64.2M	Sell	473,960 -6,082	-1%	-$808K	0.31%	62
2018 Q4	$61M	Hold	480,042	–	–	0.34%	59
2018 Q3	$73.2M	Sell	480,042 -3,218	-0.7%	-$455K	0.35%	60
2018 Q2	$65.6M	Sell	483,260 -4,736	-1%	-$708K	0.32%	62
2018 Q1	$71.9M	Sell	487,996 -2,817	-0.6%	-$445K	0.36%	55
2017 Q4	$77.3M	Buy	490,813 +1,600	+0.3%	+$222K	0.37%	51
2017 Q3	$61M	Buy	489,213 +1,057	+0.2%	+$122K	0.32%	63
2017 Q2	$52.5M	Buy	488,156 +2,160	+0.4%	+$219K	0.28%	72
2017 Q1	$45.1M	Sell	485,996 -48,771	-9%	-$4.62M	0.25%	81
2016 Q4	$49.6M	Sell	534,767 -53,771	-9%	-$4.87M	0.29%	73
2016 Q3	$52.2M	Sell	588,538 -2,175	-0.4%	-$178K	0.3%	69
2016 Q2	$44.8M	Sell	590,713 -18,610	-3%	-$1.39M	0.26%	74
2016 Q1	$46.6M	Sell	609,323 -5,808	-0.9%	-$390K	0.28%	69
2015 Q4	$41.8M	Sell	615,131 -38,037	-6%	-$2.66M	0.25%	79
2015 Q3	$42.7M	Sell	653,168 -6,325	-1%	-$484K	0.26%	77
2015 Q2	$55.9M	Sell	659,493 -5,169	-0.8%	-$444K	0.3%	65
2015 Q1	$53.2M	Sell	664,662 -14,349	-2%	-$1.19M	0.29%	70
2014 Q4	$62.1M	Buy	679,011 +51,182	+8%	+$4.98M	0.33%	59
2014 Q3	$62.2M	Buy	627,829 +13,692	+2%	+$1.45M	0.35%	57
2014 Q2	$66.7M	Sell	614,137 -6,459	-1%	-$678K	0.37%	53
2014 Q1	$61.7M	Buy	620,596 +3,515	+0.6%	+$331K	0.36%	54
2013 Q4	$56M	Buy	617,081 +64,626	+12%	+$5.52M	0.33%	61
2013 Q3	$46.1M	Sell	552,455 -8,586	-2%	-$726K	0.29%	69
2013 Q2	$46.3M	Buy	+561,041	New	+$47.7M	0.31%	62

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Retirement Systems of Alabama's CAT Position: Q2 2026 in Review

Retirement Systems of Alabama reduced its Caterpillar (CAT) stake by 0.88% in Q2 2026, selling an estimated $1.8M and leaving 230,879 shares worth $246M. The position accounts for 0.74% of the portfolio, ranked #20.

Retirement Systems of Alabama 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.

Retirement Systems of Alabama held 230,879 shares of Caterpillar worth $246M as of Q2 2026.
Retirement Systems of Alabama sold 2,049 Caterpillar shares in Q2 2026, an estimated $1.8M.
Caterpillar made up 0.74% of Retirement Systems of Alabama's portfolio in Q2 2026, its #20 holding.
Retirement Systems of Alabama 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 Retirement Systems of Alabama's 13F filing for Q2 2026, filed 28 Jul 2026.