Lido Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54.9M | Sell |
77,444
-15,415
| -17% | -$10.7M | 0.17% | 86 |
|
|
2025
Q4 | $45.9M | Buy |
92,859
+496
| +0.5% | +$276K | 0.14% | 97 |
|
|
2025
Q3 | $44.1M | Buy |
92,363
+19,036
| +26% | +$8.13M | 0.14% | 94 |
|
|
2025
Q2 | $28.5M | Buy |
73,327
+16,570
| +29% | +$5.52M | 0.11% | 117 |
|
|
2025
Q1 | $18.7M | Buy |
56,757
+10,931
| +24% | +$3.89M | 0.08% | 147 |
|
|
2024
Q4 | $16.6M | Buy |
45,826
+737
| +2% | +$286K | 0.08% | 156 |
|
|
2024
Q3 | $17.6M | Buy |
45,089
+1,437
| +3% | +$496K | 0.09% | 122 |
|
|
2024
Q2 | $14.5M | Buy |
43,652
+5,518
| +14% | +$1.91M | 0.08% | 132 |
|
|
2024
Q1 | $14M | Sell |
38,134
-5,241
| -12% | -$1.68M | 0.08% | 133 |
|
|
2023
Q4 | $12.8M | Buy |
43,375
+5,351
| +14% | +$1.39M | 0.09% | 127 |
|
|
2023
Q3 | $10.4M | Sell |
38,024
-28,800
| -43% | -$7.81M | 0.08% | 135 |
|
|
2023
Q2 | $16.4M | Buy |
66,824
+23,351
| +54% | +$5.21M | 0.12% | 95 |
|
|
2023
Q1 | $9.95M | Buy |
43,473
+8,045
| +23% | +$1.94M | 0.1% | 127 |
|
|
2022
Q4 | $8.49M | Buy |
35,428
+19,101
| +117% | +$4.16M | 0.1% | 111 |
|
|
2022
Q3 | $2.68M | Buy |
16,327
+623
| +4% | +$114K | 0.03% | 214 |
|
|
2022
Q2 | $2.81M | Buy |
15,704
+524
| +3% | +$110K | 0.04% | 188 |
|
|
2022
Q1 | $3.38M | Sell |
15,180
-16
| -0.1% | -$3.36K | 0.04% | 185 |
|
|
2021
Q4 | $3.14M | Sell |
15,196
-332
| -2% | -$66.9K | 0.03% | 206 |
|
|
2021
Q3 | $2.98M | Buy |
15,528
+4,498
| +41% | +$937K | 0.04% | 212 |
|
|
2021
Q2 | $2.4M | Sell |
11,030
-4,778
| -30% | -$1.1M | 0.03% | 238 |
|
|
2021
Q1 | $3.67M | Sell |
15,808
-2,099
| -12% | -$435K | 0.06% | 166 |
|
|
2020
Q4 | $3.26M | Sell |
17,907
-1,142
| -6% | -$194K | 0.07% | 159 |
|
|
2020
Q3 | $2.84M | Buy |
19,049
+7,070
| +59% | +$993K | 0.07% | 136 |
|
|
2020
Q2 | $1.51M | Buy |
11,979
+562
| +5% | +$66.6K | 0.05% | 189 |
|
|
2020
Q1 | $1.32M | Sell |
11,417
-1,442
| -11% | -$184K | 0.06% | 186 |
|
|
2019
Q4 | $1.9M | Buy |
12,859
+4,654
| +57% | +$649K | 0.08% | 152 |
|
|
2019
Q3 | $1.04M | Sell |
8,205
-77
| -0.9% | -$9.78K | 0.05% | 207 |
|
|
2019
Q2 | $1.13M | Sell |
8,282
-4
| -0% | -$529 | 0.06% | 165 |
|
|
2019
Q1 | $1.12M | Sell |
8,286
-416
| -5% | -$55.3K | 0.07% | 163 |
|
|
2018
Q4 | $1.1M | Buy |
8,702
+4,321
| +99% | +$562K | 0.11% | 113 |
|
|
2018
Q3 | $668K | Buy |
4,381
+538
| +14% | +$76.1K | 0.07% | 183 |
|
|
2018
Q2 | $521K | Buy |
3,843
+1,146
| +42% | +$171K | 0.06% | 195 |
|
|
2018
Q1 | $397K | Buy |
2,697
+1,271
| +89% | +$201K | 0.05% | 230 |
|
|
2017
Q4 | $224K | Buy |
+1,426
| New | +$198K | 0.03% | 272 |
|
|
2017
Q3 | – | Sell |
-3,140
| Closed | -$337K | – | 293 |
|
|
2017
Q2 | $337K | Buy |
+3,140
| New | +$319K | 0.07% | 154 |
|
Other funds holding CAT
VCM
VPM
Lido Advisors's CAT Position: Q1 2026 in Review
Lido Advisors reduced its Caterpillar (CAT) stake by 17% in Q1 2026, selling an estimated $10.7M and leaving 77,444 shares worth $54.9M. The position accounts for 0.17% of the portfolio, ranked #86.
Lido Advisors first reported a position in CAT in Q2 2017 and has held it in 35 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Lido Advisors held 77,444 shares of Caterpillar worth $54.9M as of Q1 2026.
- Lido Advisors sold 15,415 Caterpillar shares in Q1 2026, an estimated $10.7M.
- Caterpillar made up 0.17% of Lido Advisors's portfolio in Q1 2026, its #86 holding.
- Lido Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 35 quarters since.
- 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.