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 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	$9.93K	Hold	75	–	–	﹤0.01%	609
2024 Q2	$9.93K	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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Trust's GATX Position: Q1 2026 in Review

Caldwell Trust held its GATX Corp (GATX) position steady in Q1 2026 at 75 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Caldwell Trust first reported a position in GATX in Q4 2019 and has held it in 26 quarters since. The position peaked at $86.9K in Q2 2023. 394 funds tracked by Wall St. Rank hold GATX as of Q1 2026.

Caldwell Trust held 75 shares of GATX Corp worth $12.8K as of Q1 2026.
Caldwell Trust left its GATX Corp share count unchanged in Q1 2026.
GATX Corp made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #638 holding.
Caldwell Trust first reported a position in GATX Corp in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's GATX Corp position peaked at $86.9K in Q2 2023.
394 funds tracked by Wall St. Rank held GATX Corp as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.