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Thomas Russo’s Caterpillar CAT Stock Holding History

Thomas Russo’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 		$282K Sell
265
-185
-41% -$163K ﹤0.01% 79
2026
Q1 		$319K Sell
450
-100
-18% -$69.3K ﹤0.01% 78
2025
Q4 		$315K Sell
550
-150
-21% -$83.4K ﹤0.01% 78
2025
Q3 		$334K Buy
+700
New +$299K ﹤0.01% 78
2018
Q1 		– Sell
-650
Closed -$102K – 109
2017
Q4 		$102K Buy
+650
New +$90.2K ﹤0.01% 126

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Thomas Russo's CAT Position: Q2 2026 in Review

Thomas Russo reduced its Caterpillar (CAT) stake by 41% in Q2 2026, selling an estimated $163K and leaving 265 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #79.

Thomas Russo first reported a position in CAT in Q4 2017 and has held it in 5 quarters since. The position peaked at $334K in Q3 2025. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Thomas Russo held 265 shares of Caterpillar worth $282K as of Q2 2026.
  • Thomas Russo sold 185 Caterpillar shares in Q2 2026, an estimated $163K.
  • Caterpillar made up ﹤0.01% of Thomas Russo's portfolio in Q2 2026, its #79 holding.
  • Thomas Russo first reported a position in Caterpillar in Q4 2017 and has held it in 5 quarters since.
  • Thomas Russo's Caterpillar position peaked at $334K in Q3 2025.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gardner Russo & Quinn's 13F filing for Q2 2026, filed 13 Aug 2026.