SEC 13F Intelligence

Oregon Public Employees Retirement Fund / CAT

Oregon Public Employees Retirement Fund’s Caterpillar Inc Position

Does Oregon Public Employees Retirement Fund own Caterpillar Inc (CAT)? Yes53.3K shares worth $38M (+0.50% of its 13F portfolio) as of Q1 2026, down from 53.5K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
53.3K
% of Portfolio
+0.50%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $8MQ2 ’19: $8MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $6MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $10MQ2 ’21: $32MQ3 ’21: $28MQ4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $10MQ4 ’22Q1 ’23: $9MQ2 ’23: $10MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $16MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $15MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ3 ’25: $26MQ4 ’25: $31MQ4 ’25Q1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202653.3K$38M+0.50%
Q4 202553.5K$31M+0.39%
Q3 202553.5K$26M+0.33%
Q2 202540.6K$16M+0.28%
Q1 202541.0K$14M+0.26%
Q4 202441.4K$15M+0.28%
Q3 202441.5K$16M+0.30%
Q2 202442.0K$14M+0.28%
Q1 202443.5K$16M+0.32%
Q4 202339.8K$12M+0.21%
Q3 202339.4K$11M+0.15%
Q2 202340.1K$10M+0.12%
Q1 202340.4K$9M+0.11%
Q4 202240.4K$10M+0.13%
Q3 202240.5K$7M+0.09%
Q2 202241.8K$7M+0.11%
Q1 202243.7K$10M+0.10%
Q4 202144.4K$9M+0.10%
Q3 2021144.1K$28M+0.32%
Q2 2021146.2K$32M+0.36%
Q1 202144.8K$10M+0.12%
Q4 202042.4K$8M+0.10%
Q3 202043.7K$7M+0.10%
Q2 202049.0K$6M+0.09%
Q1 202052.1K$6M+0.10%
Q4 201953.8K$8M+0.11%
Q3 201957.7K$7M+0.10%
Q2 201962.2K$8M+0.12%
Q1 201961.8K$8M+0.12%
Q4 201871.3K$9M+0.14%

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