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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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. 3,733 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.
  • 3,733 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.