South Dakota Investment Council’s Caterpillar CAT Stock Holding History

South Dakota Investment Council’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 Q1	$4.96M	Sell	7,001 -153	-2%	-$106K	0.09%	192
2025 Q4	$4.1M	Sell	7,154 -630	-8%	-$350K	0.08%	207
2025 Q3	$3.71M	Sell	7,784 -1,180	-13%	-$504K	0.07%	224
2025 Q2	$3.48M	Hold	8,964	–	–	0.07%	245
2025 Q1	$2.96M	Hold	8,964	–	–	0.06%	249
2024 Q4	$3.25M	Hold	8,964	–	–	0.06%	240
2024 Q3	$3.51M	Hold	8,964	–	–	0.07%	231
2024 Q2	$2.99M	Sell	8,964 -10	-0.1%	-$3.47K	0.06%	253
2024 Q1	$3.29M	Sell	8,974 -250	-3%	-$79.9K	0.07%	237
2023 Q4	$2.73M	Hold	9,224	–	–	0.06%	281
2023 Q3	$2.52M	Sell	9,224 -1,831	-17%	-$497K	0.06%	267
2023 Q2	$2.72M	Sell	11,055 -1,100	-9%	-$245K	0.06%	277
2023 Q1	$2.78M	Hold	12,155	–	–	0.06%	266
2022 Q4	$2.91M	Sell	12,155 -600	-5%	-$131K	0.07%	252
2022 Q3	$2.09M	Buy	12,755 +157	+1%	+$28.7K	0.05%	295
2022 Q2	$2.25M	Buy	12,598 +4,823	+62%	+$1.02M	0.05%	296
2022 Q1	$1.73M	Sell	7,775 -5,970	-43%	-$1.25M	0.03%	346
2021 Q4	$2.84M	Hold	13,745	–	–	0.05%	293
2021 Q3	$2.64M	Hold	13,745	–	–	0.05%	291
2021 Q2	$2.99M	Sell	13,745 -3,740	-21%	-$864K	0.05%	278
2021 Q1	$4.05M	Sell	17,485 -4,770	-21%	-$987K	0.07%	242
2020 Q4	$4.05M	Sell	22,255 -16,110	-42%	-$2.73M	0.07%	223
2020 Q3	$5.72M	Sell	38,365 -15,300	-29%	-$2.15M	0.13%	149
2020 Q2	$6.79M	Hold	53,665	–	–	0.16%	121
2020 Q1	$6.23M	Buy	53,665 +1,235	+2%	+$158K	0.17%	110
2019 Q4	$7.74M	Sell	52,430 -1,530	-3%	-$214K	0.16%	140
2019 Q3	$6.82M	Buy	53,960 +33,310	+161%	+$4.23M	0.13%	167
2019 Q2	$2.81M	Sell	20,650 -6,550	-24%	-$866K	0.06%	248
2019 Q1	$3.69M	Hold	27,200	–	–	0.08%	200
2018 Q4	$3.46M	Hold	27,200	–	–	0.09%	192
2018 Q3	$4.15M	Hold	27,200	–	–	0.09%	187
2018 Q2	$3.69M	Hold	27,200	–	–	0.08%	199
2018 Q1	$4.01M	Sell	27,200 -500	-2%	-$79K	0.09%	174
2017 Q4	$4.37M	Sell	27,700 -9,400	-25%	-$1.3M	0.1%	164
2017 Q3	$4.63M	Hold	37,100	–	–	0.09%	168
2017 Q2	$3.99M	Hold	37,100	–	–	0.08%	189
2017 Q1	$3.44M	Hold	37,100	–	–	0.07%	201
2016 Q4	$3.44M	Sell	37,100 -5,000	-12%	-$453K	0.07%	206
2016 Q3	$3.74M	Hold	42,100	–	–	0.08%	201
2016 Q2	$3.19M	Hold	42,100	–	–	0.07%	212
2016 Q1	$3.22M	Sell	42,100 -1,100	-3%	-$73.8K	0.07%	205
2015 Q4	$2.94M	Buy	43,200 +1,300	+3%	+$90.9K	0.06%	211
2015 Q3	$2.74M	Buy	41,900 +1,000	+2%	+$76.5K	0.06%	213
2015 Q2	$3.47M	Sell	40,900 -3,000	-7%	-$258K	0.07%	203
2015 Q1	$3.51M	Hold	43,900	–	–	0.07%	202
2014 Q4	$4.02M	Hold	43,900	–	–	0.08%	179
2014 Q3	$4.35M	Buy	+43,900	New	+$4.65M	0.09%	157

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

South Dakota Investment Council's CAT Position: Q1 2026 in Review

South Dakota Investment Council reduced its Caterpillar (CAT) stake by 2.1% in Q1 2026, selling an estimated $106K and leaving 7,001 shares worth $4.96M. The position accounts for 0.09% of the portfolio, ranked #192.

South Dakota Investment Council first reported a position in CAT in Q3 2014 and has held it in 47 quarters since. The position peaked at $7.74M in Q4 2019. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

South Dakota Investment Council held 7,001 shares of Caterpillar worth $4.96M as of Q1 2026.
South Dakota Investment Council sold 153 Caterpillar shares in Q1 2026, an estimated $106K.
Caterpillar made up 0.09% of South Dakota Investment Council's portfolio in Q1 2026, its #192 holding.
South Dakota Investment Council first reported a position in Caterpillar in Q3 2014 and has held it in 47 quarters since.
South Dakota Investment Council's Caterpillar position peaked at $7.74M in Q4 2019.
3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on South Dakota Investment Council's 13F filing for Q1 2026, filed 18 May 2026.