Tom Russo’s CAT Holdings & Trades

First Buy
Q4 2017
Duration Held
32 Quarters
Largest Add
Q3 2025
+700 Shares
Current Position
700 Shares
$334,005 Value

Tom Russo's CAT Position Overview

Tom Russo (via Gardner Russo & Quinn LLC) currently holds 700 shares of Caterpillar Inc. (CAT) worth $334,005, representing 0.00% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 32 quarters.

Based on 13F filings, Tom Russo has maintained a strategic position in CAT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 50 shares.

Analysis based on 13F filings available since 2013 Q2

Tom Russo's Caterpillar (CAT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Caterpillar (CAT) Trades by Tom Russo

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2017 +650 New Buy 650 $156.92
Q1 2018 -650 Sold Out 650 $0.00
Q3 2025 +700 New Buy 700 $477.15

Tom Russo's Caterpillar Investment FAQs

Tom Russo first purchased Caterpillar Inc. (CAT) in Q4 2017, acquiring 650 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo has held Caterpillar Inc. (CAT) for 32 quarters since Q4 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's largest addition to Caterpillar Inc. (CAT) was in Q3 2025, adding 700 shares worth $334,005. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 700 shares of Caterpillar Inc. (CAT), valued at approximately $334,005. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Caterpillar Inc. (CAT) represents approximately 0.00% of Tom Russo's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Tom Russo's peak holding in Caterpillar Inc. (CAT) was 700 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.