GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Caterpillar CAT Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$1.23M Sell
1,733
-163
-9% -$113K 0.04% 152
2025
Q4 		$1.09M Sell
1,896
-73
-4% -$40.6K 0.04% 155
2025
Q3 		$940K Buy
1,969
+113
+6% +$48.2K 0.03% 163
2025
Q2 		$721K Buy
1,856
+358
+24% +$119K 0.03% 168
2025
Q1 		$494K Buy
1,498
+83
+6% +$29.6K 0.02% 191
2024
Q4 		$513K Buy
1,415
+82
+6% +$31.8K 0.02% 181
2024
Q3 		$522K Buy
1,333
+13
+1% +$4.49K 0.02% 181
2024
Q2 		$440K Hold
1,320
– – 0.02% 183
2024
Q1 		$484K Buy
1,320
+137
+12% +$43.8K 0.03% 178
2023
Q4 		$350K Sell
1,183
-444
-27% -$115K 0.02% 192
2023
Q3 		$444K Buy
1,627
+234
+17% +$63.5K 0.03% 166
2023
Q2 		$343K Sell
1,393
-5
-0.4% -$1.11K 0.02% 188
2023
Q1 		$320K Buy
1,398
+9
+0.6% +$2.18K 0.03% 192
2022
Q4 		$333K Sell
1,389
-33
-2% -$7.18K 0.03% 190
2022
Q3 		$233K Buy
1,422
+145
+11% +$26.5K 0.02% 202
2022
Q2 		$228K Buy
1,277
+100
+8% +$21.1K 0.02% 216
2022
Q1 		$262K Sell
1,177
-189
-14% -$39.6K 0.02% 220
2021
Q4 		$282K Sell
1,366
-100
-7% -$20.1K 0.02% 216
2021
Q3 		$281K Buy
1,466
+293
+25% +$61K 0.04% 146
2021
Q2 		$255K Buy
1,173
+91
+8% +$21K 0.03% 211
2021
Q1 		$250K Buy
+1,082
New +$224K 0.03% 185

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 $336B AUM 34.66% 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

Gerber Kawasaki Wealth & Investment Management's CAT Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Caterpillar (CAT) stake by 8.6% in Q1 2026, selling an estimated $113K and leaving 1,733 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #152.

Gerber Kawasaki Wealth & Investment Management first reported a position in CAT in Q1 2021 and has held it in 21 quarters since. 3,740 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,733 shares of Caterpillar worth $1.23M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 163 Caterpillar shares in Q1 2026, an estimated $113K.
  • Caterpillar made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #152 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Caterpillar in Q1 2021 and has held it in 21 quarters since.
  • 3,740 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.