Caldwell Trust’s GATX Corp GATX Stock Holding History

Caldwell Trust’s Portfolio GATX Stock Details GATX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12.8K	Hold	75	–	–	﹤0.01%	649
2026 Q2	$13.3K	Hold	75	–	–	﹤0.01%	647
2026 Q1	$12.8K	Hold	75	–	–	﹤0.01%	638
2025 Q4	$12.7K	Hold	75	–	–	﹤0.01%	628
2025 Q3	$13.1K	Hold	75	–	–	﹤0.01%	619
2025 Q2	$11.5K	Hold	75	–	–	﹤0.01%	625
2025 Q1	$11.6K	Hold	75	–	–	﹤0.01%	617
2024 Q4	$11.6K	Hold	75	–	–	﹤0.01%	594
2024 Q3	$9.9K	Hold	75	–	–	﹤0.01%	609
2024 Q2	$9.9K	Sell	75 -200	-73%	-$26.4K	﹤0.01%	612
2024 Q1	$36.9K	Sell	275 -400	-59%	-$50.3K	﹤0.01%	494
2023 Q4	$81.1K	Hold	675	–	–	0.01%	390
2023 Q3	$73.5K	Hold	675	–	–	0.01%	385
2023 Q2	$86.9K	Hold	675	–	–	0.01%	371
2023 Q1	$74.3K	Hold	675	–	–	0.01%	385
2022 Q4	$71.8K	Hold	675	–	–	0.01%	377
2022 Q3	$57.5K	Hold	675	–	–	0.01%	409
2022 Q2	$63.6K	Hold	675	–	–	0.01%	415
2022 Q1	$83.2K	Hold	675	–	–	0.01%	388
2021 Q4	$70.3K	Hold	675	–	–	0.01%	418
2021 Q3	$60.5K	Hold	675	–	–	0.01%	422
2021 Q2	$59.7K	Hold	675	–	–	0.01%	425
2021 Q1	$62.6K	Hold	675	–	–	0.01%	406
2020 Q4	$56.1K	Hold	675	–	–	0.01%	399
2020 Q3	$43K	Hold	675	–	–	0.01%	424
2020 Q2	$41.2K	Hold	675	–	–	0.01%	437
2020 Q1	$42.2K	Hold	675	–	–	0.01%	435
2019 Q4	$55.9K	Buy	+675	New	+$54.3K	0.01%	441

Other funds holding GATX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

HIC

Harbor Island Capital Topsfield, Massachusetts $276M AUM 75.57% 1-Year Est. Return

Caldwell Trust's GATX Position: Q3 2026 in Review

Caldwell Trust held its GATX Corp (GATX) position steady in Q3 2026 at 75 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Caldwell Trust first reported a position in GATX in Q4 2019 and has held it in 28 quarters since. The position peaked at $86.9K in Q2 2023. 181 funds tracked by Wall St. Rank hold GATX as of Q3 2026.

Caldwell Trust held 75 shares of GATX Corp worth $12.8K as of Q3 2026.
Caldwell Trust left its GATX Corp share count unchanged in Q3 2026.
GATX Corp made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #649 holding.
Caldwell Trust first reported a position in GATX Corp in Q4 2019 and has held it in 28 quarters since.
Caldwell Trust's GATX Corp position peaked at $86.9K in Q2 2023.
181 funds tracked by Wall St. Rank held GATX Corp as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.