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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
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 		$9.93K 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
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Caldwell Trust's GATX Position: Q2 2026 in Review

Caldwell Trust held its GATX Corp (GATX) position steady in Q2 2026 at 75 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Caldwell Trust first reported a position in GATX in Q4 2019 and has held it in 27 quarters since. The position peaked at $86.9K in Q2 2023. 408 funds tracked by Wall St. Rank hold GATX as of Q2 2026.

  • Caldwell Trust held 75 shares of GATX Corp worth $13.3K as of Q2 2026.
  • Caldwell Trust left its GATX Corp share count unchanged in Q2 2026.
  • GATX Corp made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #647 holding.
  • Caldwell Trust first reported a position in GATX Corp in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's GATX Corp position peaked at $86.9K in Q2 2023.
  • 408 funds tracked by Wall St. Rank held GATX Corp as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.