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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
Q2 		$443K Sell
416
-8
-2% -$7.03K ﹤0.01% 367
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

GW&K Investment Management's CAT Position: Q2 2026 in Review

GW&K Investment Management reduced its Caterpillar (CAT) stake by 1.9% in Q2 2026, selling an estimated $7.03K and leaving 416 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

GW&K Investment Management first reported a position in CAT in Q1 2022 and has held it in 15 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GW&K Investment Management held 416 shares of Caterpillar worth $443K as of Q2 2026.
  • GW&K Investment Management sold 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #367 holding.
  • GW&K Investment Management first reported a position in Caterpillar in Q1 2022 and has held it in 15 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.