Utah Retirement Systems’s Caterpillar CAT Stock Holding History

Utah Retirement Systems’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	$53.3M	Sell	75,282 -1,221	-2%	-$846K	0.55%	24
2025 Q4	$43.8M	Sell	76,503 -15	-0%	-$8.34K	0.42%	36
2025 Q3	$36.5M	Sell	76,518 -1,994	-3%	-$851K	0.35%	41
2025 Q2	$30.5M	Sell	78,512 -1,413	-2%	-$471K	0.32%	53
2025 Q1	$26.4M	Sell	79,925 -1,190	-1%	-$424K	0.3%	60
2024 Q4	$29.4M	Buy	81,115 +150	+0.2%	+$58.2K	0.32%	49
2024 Q3	$31.7M	Buy	80,965 +400	+0.5%	+$138K	0.36%	44
2024 Q2	$26.8M	Sell	80,565 -7,900	-9%	-$2.74M	0.32%	53
2024 Q1	$32.4M	Sell	88,465 -40	-0%	-$12.8K	0.38%	46
2023 Q4	$26.2M	Sell	88,505 -600	-0.7%	-$156K	0.33%	54
2023 Q3	$24.3M	Buy	89,105 +400	+0.5%	+$109K	0.35%	53
2023 Q2	$21.8M	Sell	88,705 -4,000	-4%	-$892K	0.3%	60
2023 Q1	$21.2M	Buy	92,705 +247	+0.3%	+$59.7K	0.31%	65
2022 Q4	$22.1M	Sell	92,458 -2,100	-2%	-$457K	0.35%	59
2022 Q3	$15.5M	Sell	94,558 -600	-0.6%	-$110K	0.26%	79
2022 Q2	$17M	Sell	95,158 -1,400	-1%	-$295K	0.27%	71
2022 Q1	$21.5M	Sell	96,558 -1,800	-2%	-$378K	0.29%	66
2021 Q4	$20.3M	Sell	98,358 -900	-0.9%	-$181K	0.25%	80
2021 Q3	$19.1M	Sell	99,258 -5,200	-5%	-$1.08M	0.26%	79
2021 Q2	$22.7M	Buy	104,458 +400	+0.4%	+$92.4K	0.29%	70
2021 Q1	$24.1M	Sell	104,058 -4,500	-4%	-$932K	0.34%	61
2020 Q4	$19.8M	Buy	108,558 +4,700	+5%	+$797K	0.28%	69
2020 Q3	$15.5M	Buy	103,858 +700	+0.7%	+$98.3K	0.26%	80
2020 Q2	$13.1M	Buy	103,158 +900	+0.9%	+$107K	0.24%	82
2020 Q1	$11.9M	Hold	102,258	–	–	0.26%	79
2019 Q4	$15.1M	Sell	102,258 -1,400	-1%	-$195K	0.27%	75
2019 Q3	$13.1M	Sell	103,658 -2,100	-2%	-$267K	0.25%	81
2019 Q2	$14.4M	Sell	105,758 -2,471	-2%	-$327K	0.28%	71
2019 Q1	$14.7M	Buy	108,229 +250	+0.2%	+$33.2K	0.29%	68
2018 Q4	$13.7M	Hold	107,979	–	–	0.31%	68
2018 Q3	$16.5M	Buy	107,979 +400	+0.4%	+$56.6K	0.32%	65
2018 Q2	$14.6M	Buy	107,579 +1,800	+2%	+$269K	0.3%	66
2018 Q1	$15.6M	Buy	105,779 +100	+0.1%	+$15.8K	0.33%	60
2017 Q4	$16.7M	Buy	105,679 +1,400	+1%	+$194K	0.35%	56
2017 Q3	$13M	Buy	104,279 +200	+0.2%	+$23K	0.29%	71
2017 Q2	$11.2M	Buy	104,079 +1,900	+2%	+$193K	0.26%	81
2017 Q1	$9.48M	Hold	102,179	–	–	0.23%	94
2016 Q4	$9.48M	Hold	102,179	–	–	0.24%	88
2016 Q3	$9.07M	Hold	102,179	–	–	0.23%	87
2016 Q2	$7.75M	Sell	102,179 -6,300	-6%	-$472K	0.21%	101
2016 Q1	$8.3M	Buy	108,479 +200	+0.2%	+$13.4K	0.23%	98
2015 Q4	$7.36M	Buy	108,279 +100	+0.1%	+$6.99K	0.2%	109
2015 Q3	$7.07M	Buy	108,179 +600	+0.6%	+$45.9K	0.2%	108
2015 Q2	$9.13M	Sell	107,579 -4,000	-4%	-$344K	0.24%	88
2015 Q1	$8.93M	Buy	111,579 +3,400	+3%	+$283K	0.23%	93
2014 Q4	$9.9M	Hold	108,179	–	–	0.27%	83
2014 Q3	$10.7M	Sell	108,179 -200	-0.2%	-$21.2K	0.31%	66
2014 Q2	$11.8M	Sell	108,379 -9,800	-8%	-$1.03M	0.34%	58
2014 Q1	$11.7M	Buy	118,179 +900	+0.8%	+$84.9K	0.34%	57
2013 Q4	$10.7M	Hold	117,279	–	–	0.32%	66
2013 Q3	$9.78M	Sell	117,279 -1,000	-0.8%	-$84.6K	0.32%	65
2013 Q2	$9.76M	Buy	+118,279	New	+$10.1M	0.33%	58

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

Utah Retirement Systems's CAT Position: Q1 2026 in Review

Utah Retirement Systems reduced its Caterpillar (CAT) stake by 1.6% in Q1 2026, selling an estimated $846K and leaving 75,282 shares worth $53.3M. The position accounts for 0.55% of the portfolio, ranked #24.

Utah Retirement Systems first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Utah Retirement Systems held 75,282 shares of Caterpillar worth $53.3M as of Q1 2026.
Utah Retirement Systems sold 1,221 Caterpillar shares in Q1 2026, an estimated $846K.
Caterpillar made up 0.55% of Utah Retirement Systems's portfolio in Q1 2026, its #24 holding.
Utah Retirement Systems first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Utah Retirement Systems's 13F filing for Q1 2026, filed 15 May 2026.