Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Caterpillar Inc. (CAT)
← All CAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 450 <0.01 Reduce 18.18% <0.01 $575.31–789.81 · VW $691.19i $318,807 SEC
2025   Q4 550 <0.01 Reduce 21.43% <0.01 $471.14–627.50 · VW $557.17i $315,079 SEC
2025   Q3 700 <0.01 Buy <0.01 $384.25–485.34 · VW $448.91i $334,005 SEC
2018   Q1 0 0.00 Sell 100.00% <0.01 $142.85–173.24 · VW $154.49i SEC
2017   Q4 650 <0.01 Buy <0.01 $123.95–158.65 · VW $146.73i $102,000 SEC
2013   Q2 0 0.00 Sell 100.00% <0.01 $79.49–90.69 · VW $84.22i SEC
2013   Q1 775 <0.01 $86.45 $67,000 SEC
2012   Q4 775 <0.01 $89.03 $69,000 SEC
2012   Q3 775 <0.01 Reduce 1.90% $78.25–94.28 · VW $86.19i $67,000 SEC
2012   Q2 790 <0.01 Add 1.94% $80.96–109.77 · VW $91.88i $67,000 SEC
2012   Q1 775 <0.01 $107.10 $83,000 SEC
2011   Q4 775 <0.01 Add 181.82% <0.01 $67.54–98.20 · VW $85.45i $70,000 SEC
2011   Q3 275 <0.01 Buy <0.01 $72.60–112.65 · VW $86.36i $20,000 SEC
2008   Q3 0 0.00 Sell 100.00% <0.01 $58.11–75.87 · VW $64.53i SEC
2008   Q2 400 <0.01 $75.00 $30,000 SEC
2008   Q1 400 <0.01 $77.50 $31,000 SEC
2007   Q4 400 <0.01 $72.50 $29,000 SEC
2007   Q3 400 <0.01 $77.50 $31,000 SEC
2007   Q2 400 <0.01 $77.50 $31,000 SEC
2007   Q1 400 <0.01 Reduce 11.11% <0.01 $57.98–68.43 · VW $64.48i $27,000 SEC
2006   Q4 450 <0.01 $62.22 $28,000 SEC
2006   Q3 450 <0.01 Reduce 10.00% <0.01 $62.09–75.43 · VW $67.77i $30,000 SEC
2006   Q2 500 <0.01 $74.00 $37,000 SEC
2006   Q1 500 <0.01 $72.00 $36,000 SEC
2005   Q4 500 <0.01 $58.00 $29,000 SEC
2005   Q3 500 <0.01 Reduce 50.00% <0.01 $47.42–59.88 · VW $55.35i $29,000 SEC
2005   Q2 1,000 <0.01 Add 100.00% <0.01 $41.31–51.49 · VW $46.82i $23,828 SEC
2005   Q1 500 <0.01 Reduce 28.57% <0.01 $43.20–49.98 · VW $46.30i $22,860 SEC
2004   Q4 700 <0.01 Add 250.00% <0.01 $38.38–49.36 · VW $45.50i $34,129 SEC
2004   Q3 200 <0.01 $40.23 $8,045 SEC
2004   Q2 200 <0.01 $39.72 $7,944 SEC
2004   Q1 200 <0.01 Buy <0.01 $36.26–42.85 · VW $39.55i $7,907 SEC
2002   Q3 0 0.00 Sell 100.00% <0.01 $18.17–24.70 · VW $20.49i SEC
2002   Q2 1,372 <0.01 Buy <0.01 $22.95–29.81 · VW $25.75i $33,580 SEC
Price snapshot:
Current price$931.47
Avg. buy price$477.15
+/- since buy95.22%
52-week low$397.92
52-week high$1,073.46