SEC 13F Intelligence

New Mexico Educational Retirement Board / CAT

New Mexico Educational Retirement Board’s Caterpillar Inc Position

Does New Mexico Educational Retirement Board own Caterpillar Inc (CAT)? Yes — 21.9K shares worth $16M (+0.48% of its 13F portfolio) as of Q1 2026.

Position Value
$16M
Q1 2026
Shares
21.9K
% of Portfolio
+0.48%
Quarters Held
28
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q2 ’20: $5MQ3 ’20: $5MQ4 ’20: $6MQ1 ’21: $8MQ1 ’21Q2 ’21: $8MQ3 ’21: $7MQ4 ’21: $7MQ1 ’22: $7MQ1 ’22Q2 ’22: $5MQ3 ’22: $4MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $7MQ4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $9MQ3 ’24: $9MQ4 ’24: $8MQ1 ’25: $7MQ1 ’25Q2 ’25: $9MQ4 ’25: $13MQ1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.9K$16M+0.48%
Q4 202521.9K$13M+0.37%
Q2 202522.6K$9M+0.29%
Q1 202522.6K$7M+0.27%
Q4 202423.1K$8M+0.28%
Q3 202423.9K$9M+0.32%
Q2 202425.7K$9M+0.30%
Q1 202425.7K$9M+0.34%
Q4 202326.8K$8M+0.30%
Q3 202326.8K$7M+0.31%
Q2 202325.3K$6M+0.27%
Q1 202324.1K$6M+0.28%
Q4 202224.8K$6M+0.32%
Q3 202227.3K$4M+0.24%
Q2 202230.0K$5M+0.26%
Q1 202231.5K$7M+0.26%
Q4 202133.4K$7M+0.23%
Q3 202135.8K$7M+0.24%
Q2 202136.4K$8M+0.27%
Q1 202134.3K$8M+0.32%
Q4 202034.3K$6M+0.26%
Q3 202034.7K$5M+0.24%
Q2 202037.2K$5M+0.22%
Q4 201944.1K$7M+0.27%
Q3 201944.1K$6M+0.25%
Q2 201947.2K$6M+0.28%
Q1 201949.2K$7M+0.29%
Q4 201850.6K$6M+0.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See New Mexico Educational Retirement Board’s full portfolio or all institutional holders of CAT.