NEW MEXICO EDUCATIONAL RETIREMENT BOARD
PensionPosition in CAT — Caterpillar Inc
CIK 862469
SANTA FE, NM
Position in CAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$24,601,319
+$9,084,629 QoQ
Shares Held
23,102
+5.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#501
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026NEW MEXICO EDUCATIONAL RETIREMENT BOARD holds $43,036,164 across 7 Farm & Heavy Construction Machinery names. CAT ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
This page
|
23,102 | $24,601,319 | |
| 2 | DE |
Deere & Co
|
12,602 | $7,993,826 | |
| 3 | PCAR |
Paccar Inc
|
26,179 | $3,144,621 | |
| 4 | OSK |
Oshkosh Corp
|
13,400 | $2,056,632 | |
| 5 | CNH |
CNH Industrial N.V.
|
177,800 | $1,996,694 | |
| 6 | TEX |
Terex Corp
|
23,800 | $1,722,882 | |
| 7 | AGCO |
Agco Corp /De
|
12,700 | $1,520,190 |
All Filings in CAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,601,319 | 23,102 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,516,690 | 21,902 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,546,998 | 21,902 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,116,534 | 21,202 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $8,774,322 | 22,602 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,454,139 | 22,602 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,380,481 | 23,102 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,348,550 | 23,902 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,561,336 | 25,702 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,417,983 | 25,702 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $7,924,547 | 26,802 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,316,946 | 26,802 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,225,557 | 25,302 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,515,501 | 24,102 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,941,567 | 24,802 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,479,712 | 27,302 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,363,157 | 30,002 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $7,019,275 | 31,502 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $6,905,529 | 33,402 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,872,909 | 35,802 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,922,167 | 36,402 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $7,953,604 | 34,302 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,243,650 | 34,302 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $5,175,803 | 34,702 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $4,706,053 | 37,202 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,038,424 | 34,802 | Shares | Sole | 2020-06-11 | |
| No filing history on record for this holder in this stock. | ||||||