Tom Russo’s Caterpillar (CAT) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
Gardner Russo & Quinn · formerly Gardner Russo & Gardner first reported Caterpillar in Q1 2007. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gardner Russo & Quinn · formerly Gardner Russo & Gardner currently reports 265 shares. The latest verified filing showed: Sold 41.1% of the position.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $1,064.90 · Estimated holding basis $477.15
Filing context
Quarter-end price $708.46 · Estimated holding basis $477.15
Filing context
Quarter-end price $572.87 · Estimated holding basis $477.15
Filing context
Quarter-end price $477.15 · Estimated holding basis $477.15
Filing context
Quarter-end price $156.92 · Estimated holding basis $156.92
Filing context
Quarter-end price $86.45 · Estimated holding basis $84.09
Filing context
Quarter-end price $89.03 · Estimated holding basis $84.09
Filing context
Quarter-end price $86.45 · Estimated holding basis $84.09
Filing context
Quarter-end price $84.81 · Estimated holding basis $84.09
Filing context
Quarter-end price $107.10 · Estimated holding basis $84.08
Filing context
Quarter-end price $90.32 · Estimated holding basis $84.08
Filing context
Quarter-end price $75.00 · Estimated holding basis $77.50
Filing context
Quarter-end price $77.50 · Estimated holding basis $77.50
Filing context
Quarter-end price $72.50 · Estimated holding basis $77.50
5 unchanged quarters are collapsed by default.
How important is Caterpillar in Gardner Russo & Quinn · formerly Gardner Russo & Gardner’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
Who else owns Caterpillar?
Also reported by 4 other tracked investors in their latest verified filings.
SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Market context only; not an investor transaction price.
Derived from validated reported value and shares where supported.
Calculated from supported filing history.
This tracker follows the current SEC filer, Gardner Russo & Quinn LLC (formerly Gardner Russo & Gardner), not Tom Russo’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.