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Gerber LLC’s Caterpillar CAT Stock Holding History

Gerber LLC’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
Q2 		$279K Buy
+262
New +$230K 0.13% 70
2025
Q4 		– Sell
-487
Closed -$232K – 87
2025
Q3 		$232K Buy
+487
New +$208K 0.15% 73

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Gerber LLC's CAT Position: Q2 2026 in Review

Gerber LLC opened a new position in Caterpillar (CAT) in Q2 2026: 262 shares worth $279K. The stake represents 0.13% of the portfolio and ranks #70 among its holdings. This is a return to the name: Gerber LLC previously reported a position in CAT as recently as Q3 2025.

Gerber LLC first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 2,231 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Gerber LLC held 262 shares of Caterpillar worth $279K as of Q2 2026.
  • Caterpillar was a new Gerber LLC position in Q2 2026.
  • Caterpillar made up 0.13% of Gerber LLC's portfolio in Q2 2026, its #70 holding.
  • Gerber LLC first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 2,231 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.