State Board of Administration of Florida Retirement System’s Caterpillar CAT Stock Holding History

State Board of Administration of Florida Retirement System’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	$289M	Sell	407,879 -4,033	-1%	-$2.79M	0.54%	24
2025 Q4	$236M	Sell	411,912 -8,077	-2%	-$4.49M	0.42%	35
2025 Q3	$200M	Sell	419,989 -27,214	-6%	-$11.6M	0.35%	40
2025 Q2	$174M	Sell	447,203 -16,075	-3%	-$5.36M	0.31%	53
2025 Q1	$153M	Hold	463,278	–	–	0.3%	57
2024 Q4	$168M	Sell	463,278 -6,048	-1%	-$2.35M	0.32%	46
2024 Q3	$184M	Sell	469,326 -14,793	-3%	-$5.11M	0.35%	44
2024 Q2	$161M	Sell	484,119 -109,489	-18%	-$38M	0.32%	52
2024 Q1	$136M	Buy	593,608 +44,317	+8%	+$14.2M	0.32%	61
2023 Q4	$162M	Buy	549,291 +6,887	+1%	+$1.79M	0.34%	50
2023 Q3	$148M	Sell	542,404 -23,790	-4%	-$6.45M	0.35%	47
2023 Q2	$139M	Sell	566,194 -27,414	-5%	-$6.11M	0.31%	55
2023 Q1	$136M	Sell	593,608 -10,010	-2%	-$2.42M	0.32%	61
2022 Q4	$145M	Sell	603,618 -14,710	-2%	-$3.2M	0.35%	52
2022 Q3	$101M	Sell	618,328 -7,722	-1%	-$1.41M	0.26%	74
2022 Q2	$112M	Sell	626,050 -39,594	-6%	-$8.34M	0.27%	68
2022 Q1	$148M	Sell	665,644 -14,468	-2%	-$3.03M	0.29%	66
2021 Q4	$141M	Sell	680,112 -6,471	-0.9%	-$1.3M	0.25%	76
2021 Q3	$132M	Sell	686,583 -20,334	-3%	-$4.23M	0.26%	78
2021 Q2	$154M	Sell	706,917 -12,460	-2%	-$2.88M	0.29%	68
2021 Q1	$167M	Sell	719,377 -25,725	-3%	-$5.33M	0.33%	60
2020 Q4	$136M	Buy	745,102 +6,759	+0.9%	+$1.15M	0.28%	67
2020 Q3	$110M	Sell	738,343 -15	-0%	-$2.11K	0.25%	79
2020 Q2	$93.4M	Buy	738,358 +13,745	+2%	+$1.63M	0.23%	82
2020 Q1	$84.1M	Buy	724,613 +9,717	+1%	+$1.24M	0.26%	78
2019 Q4	$106M	Sell	714,896 -11,100	-2%	-$1.55M	0.26%	76
2019 Q3	$91.7M	Sell	725,996 -12,968	-2%	-$1.65M	0.24%	83
2019 Q2	$101M	Sell	738,964 -25,080	-3%	-$3.31M	0.26%	72
2019 Q1	$104M	Sell	764,044 -1,144	-0.1%	-$152K	0.28%	72
2018 Q4	$97.2M	Sell	765,188 -5,018	-0.7%	-$653K	0.29%	70
2018 Q3	$117M	Sell	770,206 -4,874	-0.6%	-$689K	0.3%	67
2018 Q2	$105M	Sell	775,080 -2,814	-0.4%	-$420K	0.28%	70
2018 Q1	$115M	Sell	777,894 -28,548	-4%	-$4.51M	0.31%	62
2017 Q4	$127M	Sell	806,442 -31,097	-4%	-$4.31M	0.34%	57
2017 Q3	$104M	Buy	837,539 +11,410	+1%	+$1.31M	0.28%	72
2017 Q2	$88.8M	Buy	826,129 +5,174	+0.6%	+$526K	0.25%	84
2017 Q1	$76.2M	Buy	820,955 +17,313	+2%	+$1.64M	0.22%	94
2016 Q4	$74.5M	Buy	803,642 +10,691	+1%	+$969K	0.23%	92
2016 Q3	$70.4M	Sell	792,951 -20,834	-3%	-$1.7M	0.22%	93
2016 Q2	$61.7M	Buy	813,785 +86,296	+12%	+$6.47M	0.2%	104
2016 Q1	$55.7M	Sell	727,489 -14,500	-2%	-$973K	0.21%	97
2015 Q4	$50.4M	Sell	741,989 -25,414	-3%	-$1.78M	0.19%	109
2015 Q3	$50.2M	Buy	767,403 +6,070	+0.8%	+$464K	0.19%	105
2015 Q2	$64.6M	Sell	761,333 -71,439	-9%	-$6.14M	0.23%	89
2015 Q1	$66.6M	Sell	832,772 -79,291	-9%	-$6.59M	0.23%	91
2014 Q4	$83.5M	Buy	912,063 +685	+0.1%	+$66.7K	0.26%	82
2014 Q3	$90.3M	Sell	911,378 -49,190	-5%	-$5.21M	0.29%	66
2014 Q2	$104M	Sell	960,568 -28,782	-3%	-$3.02M	0.33%	58
2014 Q1	$98.3M	Sell	989,350 -105,972	-10%	-$9.99M	0.32%	58
2013 Q4	$99.5M	Sell	1,095,322 -15,794	-1%	-$1.35M	0.3%	66
2013 Q3	$92.6M	Sell	1,111,116 -4,978	-0.4%	-$421K	0.3%	65
2013 Q2	$92.1M	Buy	+1,116,094	New	+$94.9M	0.31%	60

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

State Board of Administration of Florida Retirement System's CAT Position: Q1 2026 in Review

State Board of Administration of Florida Retirement System reduced its Caterpillar (CAT) stake by 0.98% in Q1 2026, selling an estimated $2.79M and leaving 407,879 shares worth $289M. The position accounts for 0.54% of the portfolio, ranked #24.

State Board of Administration of Florida Retirement System first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,740 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

State Board of Administration of Florida Retirement System held 407,879 shares of Caterpillar worth $289M as of Q1 2026.
State Board of Administration of Florida Retirement System sold 4,033 Caterpillar shares in Q1 2026, an estimated $2.79M.
Caterpillar made up 0.54% of State Board of Administration of Florida Retirement System's portfolio in Q1 2026, its #24 holding.
State Board of Administration of Florida Retirement System first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,740 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on State Board of Administration of Florida Retirement System's 13F filing for Q1 2026, filed 8 May 2026.