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 Q3	$1.34M	Sell	1,654 -150	-8%	-$127K	0.78%	26
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Lakeside Advisors's CAT Position: Q3 2026 in Review

Lakeside Advisors reduced its Caterpillar (CAT) stake by 8.3% in Q3 2026, selling an estimated $127K and leaving 1,654 shares worth $1.34M. The position accounts for 0.78% of the portfolio, ranked #26.

Lakeside Advisors first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Lakeside Advisors held 1,654 shares of Caterpillar worth $1.34M as of Q3 2026.
Lakeside Advisors sold 150 Caterpillar shares in Q3 2026, an estimated $127K.
Caterpillar made up 0.78% of Lakeside Advisors's portfolio in Q3 2026, its #26 holding.
Lakeside Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
Lakeside Advisors's Caterpillar position peaked at $1.92M in Q2 2026.
3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.