GC
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Gilbert & Cook’s Caterpillar CAT Stock Holding History

Gilbert & Cook’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 		$2.17M Sell
2,034
-1,531
-43% -$1.34M 0.25% 32
2026
Q1 		$2.53M Sell
3,565
-39
-1% -$27K 0.33% 24
2025
Q4 		$2.06M Sell
3,604
-14
-0.4% -$7.78K 0.26% 32
2025
Q3 		$1.73M Buy
3,618
+78
+2% +$33.3K 0.22% 38
2025
Q2 		$1.37M Buy
3,540
+54
+2% +$18K 0.19% 49
2025
Q1 		$1.15M Sell
3,486
-104
-3% -$37K 0.17% 57
2024
Q4 		$1.3M Buy
3,590
+18
+0.5% +$6.98K 0.18% 50
2024
Q3 		$1.4M Buy
3,572
+2
+0.1% +$691 0.19% 44
2024
Q2 		$1.19M Sell
3,570
-1,508
-30% -$523K 0.17% 55
2024
Q1 		$1.86M Buy
5,078
+19
+0.4% +$6.07K 0.25% 31
2023
Q4 		$1.5M Buy
5,059
+192
+4% +$49.8K 0.21% 37
2023
Q3 		$1.33M Buy
4,867
+425
+10% +$115K 0.21% 38
2023
Q2 		$1.09M Buy
4,442
+230
+5% +$51.3K 0.18% 43
2023
Q1 		$964K Buy
4,212
+39
+0.9% +$9.43K 0.17% 47
2022
Q4 		$1,000K Buy
4,173
+55
+1% +$12K 0.18% 44
2022
Q3 		$884K Buy
4,118
+49
+1% +$8.95K 0.2% 46
2022
Q2 		$727K Buy
4,069
+147
+4% +$31K 0.13% 63
2022
Q1 		$874K Buy
3,922
+231
+6% +$48.4K 0.14% 55
2021
Q4 		$763K Buy
3,691
+111
+3% +$22.4K 0.12% 69
2021
Q3 		$687K Buy
3,580
+523
+17% +$109K 0.12% 70
2021
Q2 		$665K Buy
3,057
+72
+2% +$16.6K 0.12% 72
2021
Q1 		$692K Buy
2,985
+258
+9% +$53.4K 0.14% 61
2020
Q4 		$498K Buy
2,727
+377
+16% +$63.9K 0.11% 74
2020
Q3 		$351K Buy
2,350
+275
+13% +$38.6K 0.08% 94
2020
Q2 		$262K Buy
2,075
+169
+9% +$20K 0.07% 113
2020
Q1 		$221K Buy
1,906
+37
+2% +$4.73K 0.07% 106
2019
Q4 		$276K Buy
1,869
+187
+11% +$26.1K 0.07% 111
2019
Q3 		$212K Buy
+1,682
New +$214K 0.06% 112

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gilbert & Cook's CAT Position: Q2 2026 in Review

Gilbert & Cook reduced its Caterpillar (CAT) stake by 43% in Q2 2026, selling an estimated $1.34M and leaving 2,034 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #32.

Gilbert & Cook first reported a position in CAT in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.53M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Gilbert & Cook held 2,034 shares of Caterpillar worth $2.17M as of Q2 2026.
  • Gilbert & Cook sold 1,531 Caterpillar shares in Q2 2026, an estimated $1.34M.
  • Caterpillar made up 0.25% of Gilbert & Cook's portfolio in Q2 2026, its #32 holding.
  • Gilbert & Cook first reported a position in Caterpillar in Q3 2019 and has held it in 28 quarters since.
  • Gilbert & Cook's Caterpillar position peaked at $2.53M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.