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Gardner Lewis Asset Management’s Caterpillar CAT Stock Holding History

Gardner Lewis Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$375K Buy
+530
New +$367K 0.08% 74
2025
Q3 		– Sell
-752
Closed -$292K – 82
2025
Q2 		$292K Buy
+752
New +$251K 0.07% 75

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gardner Lewis Asset Management's CAT Position: Q1 2026 in Review

Gardner Lewis Asset Management opened a new position in Caterpillar (CAT) in Q1 2026: 530 shares worth $375K. The stake represents 0.08% of the portfolio and ranks #74 among its holdings. This is a return to the name: Gardner Lewis Asset Management previously reported a position in CAT as recently as Q2 2025.

Gardner Lewis Asset Management first reported a position in CAT in Q2 2025 and has held it in 2 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gardner Lewis Asset Management held 530 shares of Caterpillar worth $375K as of Q1 2026.
  • Caterpillar was a new Gardner Lewis Asset Management position in Q1 2026.
  • Caterpillar made up 0.08% of Gardner Lewis Asset Management's portfolio in Q1 2026, its #74 holding.
  • Gardner Lewis Asset Management first reported a position in Caterpillar in Q2 2025 and has held it in 2 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gardner Lewis Asset Management's 13F filing for Q1 2026, filed 8 May 2026.