Lakeside Advisors’s Caterpillar CAT Stock Holding History

Lakeside Advisors’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	$1.92M	Buy	1,804 +1	+0.1%	+$878	1.21%	19
2026 Q1	$1.28M	Buy	1,803 +15	+0.8%	+$10.4K	0.85%	24
2025 Q4	$1.02M	Buy	1,788 +1	+0.1%	+$556	0.65%	29
2025 Q3	$853K	Buy	1,787 +1	+0.1%	+$427	0.54%	30
2025 Q2	$693K	Hold	1,786	–	–	0.45%	35
2025 Q1	$589K	Buy	1,786 +1	+0.1%	+$356	0.39%	35
2024 Q4	$647K	Buy	1,785 +1	+0.1%	+$388	0.43%	34
2024 Q3	$698K	Buy	1,784 +1	+0.1%	+$345	0.44%	35
2024 Q2	$594K	Buy	1,783 +1	+0.1%	+$347	0.39%	38
2024 Q1	$653K	Buy	1,782 +1	+0.1%	+$320	0.42%	36
2023 Q4	$527K	Buy	1,781 +1	+0.1%	+$259	0.37%	37
2023 Q3	$486K	Buy	1,780 +1	+0.1%	+$271	0.37%	38
2023 Q2	$438K	Buy	1,779 +1	+0.1%	+$223	0.32%	39
2023 Q1	$407K	Buy	1,778 +1	+0.1%	+$242	0.31%	42
2022 Q4	$426K	Buy	1,777 +1	+0.1%	+$218	0.35%	40
2022 Q3	$291K	Buy	1,776 +101	+6%	+$18.4K	0.26%	43
2022 Q2	$299K	Buy	1,675 +100	+6%	+$21.1K	0.25%	45
2022 Q1	$351K	Hold	1,575	–	–	0.26%	40
2021 Q4	$326K	Buy	+1,575	New	+$317K	0.24%	40

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Lakeside Advisors's CAT Position: Q2 2026 in Review

Lakeside Advisors increased its Caterpillar (CAT) stake by 0.06% in Q2 2026, buying an estimated $878 and bringing the position to 1,804 shares worth $1.92M. The position accounts for 1.21% of the portfolio, ranked #19.

Lakeside Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 2,423 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lakeside Advisors held 1,804 shares of Caterpillar worth $1.92M as of Q2 2026.
Lakeside Advisors bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 1.21% of Lakeside Advisors's portfolio in Q2 2026, its #19 holding.
Lakeside Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
2,423 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.