GKIM
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GW&K Investment Management’s Caterpillar CAT Stock Holding History

GW&K 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 		$300K Sell
424
-3
-0.7% -$2.08K ﹤0.01% 375
2025
Q4 		$245K Buy
427
+11
+3% +$6.11K ﹤0.01% 379
2025
Q3 		$198K Buy
416
+16
+4% +$6.83K ﹤0.01% 394
2025
Q2 		$155K Buy
400
+117
+41% +$39K ﹤0.01% 396
2025
Q1 		$93K Buy
283
+36
+15% +$12.8K ﹤0.01% 413
2024
Q4 		$90K Buy
247
+11
+5% +$4.27K ﹤0.01% 407
2024
Q3 		$92K Buy
236
+12
+5% +$4.14K ﹤0.01% 400
2024
Q2 		$75K Buy
224
+35
+19% +$12.1K ﹤0.01% 403
2024
Q1 		$69K Sell
189
-4
-2% -$1.28K ﹤0.01% 397
2023
Q4 		$57K Sell
193
-1
-0.5% -$259 ﹤0.01% 393
2023
Q3 		$53K Buy
194
+13
+7% +$3.53K ﹤0.01% 388
2023
Q2 		$45K Buy
+181
New +$40.4K ﹤0.01% 390
2022
Q3 		– Sell
-274
Closed -$49K – 463
2022
Q2 		$49K Buy
274
+39
+17% +$8.22K ﹤0.01% 384
2022
Q1 		$52K Buy
+235
New +$49.3K ﹤0.01% 377

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

GW&K Investment Management's CAT Position: Q1 2026 in Review

GW&K Investment Management reduced its Caterpillar (CAT) stake by 0.7% in Q1 2026, selling an estimated $2.08K and leaving 424 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

GW&K Investment Management first reported a position in CAT in Q1 2022 and has held it in 14 quarters since. 3,739 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • GW&K Investment Management held 424 shares of Caterpillar worth $300K as of Q1 2026.
  • GW&K Investment Management sold 3 Caterpillar shares in Q1 2026, an estimated $2.08K.
  • Caterpillar made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #375 holding.
  • GW&K Investment Management first reported a position in Caterpillar in Q1 2022 and has held it in 14 quarters since.
  • 3,739 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.