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)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 450 <0.01 Reduce 18.18% <0.01 $708.46 $318,807 SEC
2025   Q4 550 <0.01 Reduce 21.43% <0.01 $572.87 $315,079 SEC
2025   Q3 700 <0.01 Buy <0.01 $477.15 $334,005 SEC
2018   Q1 0 0.00 Sell 100.00% <0.01 SEC
2017   Q4 650 <0.01 Buy <0.01 $156.92 $102,000 SEC
2013   Q2 0 0.00 Sell 100.00% <0.01 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% $86.45 $67,000 SEC
2012   Q2 790 <0.01 Add 1.94% $84.81 $67,000 SEC
2012   Q1 775 <0.01 $107.10 $83,000 SEC
2011   Q4 775 <0.01 Add 181.82% <0.01 $90.32 $70,000 SEC
2011   Q3 275 <0.01 Buy <0.01 $72.73 $20,000 SEC
2008   Q2 0 0.00 Sell 100.00% <0.01 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 $67.50 $27,000 SEC
2006   Q4 450 <0.01 $62.22 $28,000 SEC
2006   Q3 450 <0.01 Reduce 10.00% <0.01 $66.67 $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 $58.00 $29,000 SEC
2005   Q2 500 <0.01 Add 100.00% <0.01 $47,656.00 $23,828,000 SEC
2005   Q1 250 <0.01 Reduce 28.57% <0.01 $91,440.00 $22,860,000 SEC
2004   Q4 350 <0.01 Add 250.00% <0.01 $97,511.43 $34,129,000 SEC
2004   Q3 100 <0.01 $80,450.00 $8,045,000 SEC
2004   Q2 100 <0.01 $79,440.00 $7,944,000 SEC
2004   Q1 100 <0.01 Buy <0.01 $79,070.00 $7,907,000 SEC
2002   Q3 0 0.00 Sell 100.00% <0.01 SEC
2002   Q2 686 <0.01 Buy <0.01 $48,950.44 $33,580,000 SEC