Lido Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.5M | Buy |
73,327
+16,570
| +29% | +$6.43M | 0.11% | 108 |
|
|
2025
Q1 | $18.7M | Buy |
56,757
+10,931
| +24% | +$3.61M | 0.08% | 140 |
|
|
2024
Q4 | $16.6M | Buy |
45,826
+737
| +2% | +$267K | 0.08% | 146 |
|
|
2024
Q3 | $17.6M | Buy |
45,089
+1,437
| +3% | +$562K | 0.09% | 113 |
|
|
2024
Q2 | $14.5M | Buy |
43,652
+5,518
| +14% | +$1.84M | 0.08% | 125 |
|
|
2024
Q1 | $14M | Sell |
38,134
-5,241
| -12% | -$1.92M | 0.08% | 127 |
|
|
2023
Q4 | $12.8M | Buy |
43,375
+5,351
| +14% | +$1.58M | 0.09% | 119 |
|
|
2023
Q3 | $10.4M | Sell |
38,024
-28,800
| -43% | -$7.86M | 0.08% | 128 |
|
|
2023
Q2 | $16.4M | Buy |
66,824
+23,351
| +54% | +$5.75M | 0.12% | 89 |
|
|
2023
Q1 | $9.95M | Buy |
43,473
+8,045
| +23% | +$1.84M | 0.1% | 122 |
|
|
2022
Q4 | $8.49M | Buy |
35,428
+19,101
| +117% | +$4.58M | 0.1% | 104 |
|
|
2022
Q3 | $2.68M | Buy |
16,327
+623
| +4% | +$102K | 0.03% | 196 |
|
|
2022
Q2 | $2.81M | Buy |
15,704
+524
| +3% | +$93.7K | 0.04% | 171 |
|
|
2022
Q1 | $3.38M | Sell |
15,180
-16
| -0.1% | -$3.57K | 0.04% | 168 |
|
|
2021
Q4 | $3.14M | Sell |
15,196
-332
| -2% | -$68.6K | 0.03% | 186 |
|
|
2021
Q3 | $2.98M | Buy |
15,528
+4,498
| +41% | +$863K | 0.04% | 187 |
|
|
2021
Q2 | $2.4M | Sell |
11,030
-4,778
| -30% | -$1.04M | 0.03% | 208 |
|
|
2021
Q1 | $3.67M | Sell |
15,808
-2,099
| -12% | -$487K | 0.06% | 149 |
|
|
2020
Q4 | $3.26M | Sell |
17,907
-1,142
| -6% | -$208K | 0.07% | 144 |
|
|
2020
Q3 | $2.84M | Buy |
19,049
+7,070
| +59% | +$1.05M | 0.07% | 123 |
|
|
2020
Q2 | $1.52M | Buy |
11,979
+562
| +5% | +$71.1K | 0.05% | 171 |
|
|
2020
Q1 | $1.33M | Sell |
11,417
-1,442
| -11% | -$167K | 0.06% | 166 |
|
|
2019
Q4 | $1.9M | Buy |
12,859
+4,654
| +57% | +$687K | 0.08% | 134 |
|
|
2019
Q3 | $1.04M | Sell |
8,205
-77
| -0.9% | -$9.72K | 0.05% | 182 |
|
|
2019
Q2 | $1.13M | Sell |
8,282
-4
| -0% | -$545 | 0.06% | 148 |
|
|
2019
Q1 | $1.12M | Sell |
8,286
-416
| -5% | -$56.3K | 0.07% | 149 |
|
|
2018
Q4 | $1.11M | Buy |
8,702
+4,321
| +99% | +$549K | 0.11% | 105 |
|
|
2018
Q3 | $668K | Buy |
4,381
+538
| +14% | +$82K | 0.07% | 171 |
|
|
2018
Q2 | $521K | Buy |
3,843
+1,146
| +42% | +$155K | 0.06% | 182 |
|
|
2018
Q1 | $397K | Buy |
2,697
+1,271
| +89% | +$187K | 0.05% | 218 |
|
|
2017
Q4 | $224K | Buy |
+1,426
| New | +$224K | 0.03% | 259 |
|
|
2017
Q3 | – | Sell |
-3,140
| Closed | -$337K | – | 286 |
|
|
2017
Q2 | $337K | Buy |
+3,140
| New | +$337K | 0.07% | 154 |
|