State of New Jersey Common Pension Fund D’s Caterpillar CAT Stock Holding History

State of New Jersey Common Pension Fund D’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	$114M	Hold	160,968	–	–	0.44%	32
2025 Q4	$92.2M	Sell	160,968 -4,709	-3%	-$2.62M	0.33%	44
2025 Q3	$79.1M	Buy	165,677 +4,010	+2%	+$1.71M	0.29%	49
2025 Q2	$62.8M	Sell	161,667 -1,640	-1%	-$547K	0.24%	64
2025 Q1	$53.9M	Sell	163,307 -15,264	-9%	-$5.44M	0.24%	76
2024 Q4	$64.8M	Sell	178,571 -2,768	-2%	-$1.07M	0.26%	61
2024 Q3	$70.9M	Sell	181,339 -2,872	-2%	-$992K	0.29%	56
2024 Q2	$61.4M	Sell	184,211 -108,977	-37%	-$37.8M	0.27%	63
2024 Q1	$107M	Hold	293,188	–	–	0.32%	51
2023 Q4	$86.7M	Hold	293,188	–	–	0.29%	60
2023 Q3	$80M	Sell	293,188 -12,587	-4%	-$3.41M	0.29%	65
2023 Q2	$75.2M	Sell	305,775 -1,720	-0.6%	-$383K	0.25%	73
2023 Q1	$70.4M	Sell	307,495 -3,652	-1%	-$883K	0.25%	79
2022 Q4	$74.5M	Sell	311,147 -3,281	-1%	-$714K	0.28%	73
2022 Q3	$51.6M	Buy	314,428 +948	+0.3%	+$173K	0.21%	92
2022 Q2	$56M	Sell	313,480 -5,441	-2%	-$1.15M	0.21%	88
2022 Q1	$71.1M	Sell	318,921 -856	-0.3%	-$180K	0.23%	85
2021 Q4	$66.1M	Sell	319,777 -3,147	-1%	-$634K	0.19%	95
2021 Q3	$62M	Sell	322,924 -988	-0.3%	-$206K	0.19%	99
2021 Q2	$70.5M	Sell	323,912 -1,344	-0.4%	-$310K	0.23%	85
2021 Q1	$75.4M	Sell	325,256 -15,382	-5%	-$3.18M	0.26%	73
2020 Q4	$62M	Sell	340,638 -16,342	-5%	-$2.77M	0.22%	84
2020 Q3	$53.2M	Sell	356,980 -20,455	-5%	-$2.87M	0.21%	90
2020 Q2	$47.7M	Sell	377,435 -31,462	-8%	-$3.73M	0.2%	94
2020 Q1	$47.4M	Hold	408,897	–	–	0.23%	86
2019 Q4	$60.4M	Sell	408,897 -32,003	-7%	-$4.47M	0.23%	83
2019 Q3	$55.7M	Sell	440,900 -39,100	-8%	-$4.97M	0.21%	91
2019 Q2	$65.4M	Sell	480,000 -140,000	-23%	-$18.5M	0.24%	95
2019 Q1	$84M	Sell	620,000 -60,000	-9%	-$7.97M	0.31%	62
2018 Q4	$86.4M	Buy	680,000 +45,000	+7%	+$5.85M	0.37%	48
2018 Q3	$96.8M	Sell	635,000 -25,000	-4%	-$3.54M	0.36%	56
2018 Q2	$89.5M	Buy	660,000 +90,000	+16%	+$13.4M	0.34%	57
2018 Q1	$84M	Buy	570,000 +355,000	+165%	+$56.1M	0.32%	67
2017 Q4	$33.9M	Sell	215,000 -35,000	-14%	-$4.85M	0.13%	179
2017 Q3	$31.2M	Hold	250,000	–	–	0.12%	192
2017 Q2	$26.9M	Sell	250,000 -390,000	-61%	-$39.6M	0.11%	209
2017 Q1	$59.4M	Sell	640,000 -313,000	-33%	-$29.6M	0.25%	101
2016 Q4	$88.4M	Sell	953,000 -70,000	-7%	-$6.34M	0.38%	53
2016 Q3	$90.8M	Buy	1,023,000 +23,000	+2%	+$1.88M	0.39%	49
2016 Q2	$75.8M	Buy	1,000,000 +865,000	+641%	+$64.8M	0.34%	55
2016 Q1	$10.3M	Buy	135,000 +35,000	+35%	+$2.35M	0.05%	375
2015 Q4	$6.8M	Buy	+100,000	New	+$6.99M	0.03%	500

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 $295B AUM 31.6% 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 of New Jersey Common Pension Fund D's CAT Position: Q1 2026 in Review

State of New Jersey Common Pension Fund D held its Caterpillar (CAT) position steady in Q1 2026 at 160,968 shares worth $114M. The position accounts for 0.44% of the portfolio, ranked #32.

State of New Jersey Common Pension Fund D first reported a position in CAT in Q4 2015 and has held it in 42 quarters since. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

State of New Jersey Common Pension Fund D held 160,968 shares of Caterpillar worth $114M as of Q1 2026.
State of New Jersey Common Pension Fund D left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.44% of State of New Jersey Common Pension Fund D's portfolio in Q1 2026, its #32 holding.
State of New Jersey Common Pension Fund D first reported a position in Caterpillar in Q4 2015 and has held it in 42 quarters since.
3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q1 2026, filed 5 May 2026.