Lido Advisors
CAT icon

Lido Advisors’s Caterpillar CAT Stock Holding History

Lido 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
2023
Q4 		– Sell
-600
Closed -$164K – 1357
2023
Q3 		$164K Hold
600
– – ﹤0.01% 1102
2023
Q2 		$148K Hold
600
– – ﹤0.01% 1132
2023
Q1 		$137K Hold
600
– – ﹤0.01% 1059
2022
Q4 		$144K Buy
+600
New +$131K ﹤0.01% 938

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

Lido Advisors's CAT Position: Q2 2026 in Review

Lido Advisors reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $680K and leaving 76,670 shares worth $81.6M. The position accounts for 0.22% of the portfolio, ranked #67.

Lido Advisors first reported a position in CAT in Q2 2017 and has held it in 36 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Lido Advisors held 76,670 shares of Caterpillar worth $81.6M as of Q2 2026.
  • Lido Advisors sold 774 Caterpillar shares in Q2 2026, an estimated $680K.
  • Caterpillar made up 0.22% of Lido Advisors's portfolio in Q2 2026, its #67 holding.
  • Lido Advisors first reported a position in Caterpillar in Q2 2017 and has held it in 36 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.