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
2026 Q1	$1.06M	Buy	1,500 +500	+50%	+$346K	﹤0.01%	945
2025 Q4	$573K	Hold	1,000	–	–	﹤0.01%	1251
2025 Q3	$477K	Sell	1,000 -3,500	-78%	-$1.49M	﹤0.01%	1249
2025 Q2	$1.75M	Buy	4,500 +500	+13%	+$167K	0.01%	635
2025 Q1	$1.32M	Hold	4,000	–	–	0.01%	664
2024 Q4	$1.45M	Hold	4,000	–	–	0.01%	621
2024 Q3	$1.56M	Buy	4,000 +3,000	+300%	+$1.04M	0.01%	542
2024 Q2	$333K	Buy	1,000 +500	+100%	+$173K	﹤0.01%	1069
2024 Q1	$183K	Hold	500	–	–	﹤0.01%	1271
2023 Q4	$148K	Hold	500	–	–	﹤0.01%	1262
2023 Q3	$137K	Hold	500	–	–	﹤0.01%	1117
2023 Q2	$123K	Hold	500	–	–	﹤0.01%	1151
2023 Q1	$114K	Hold	500	–	–	﹤0.01%	1074
2022 Q4	$120K	Buy	+500	New	+$109K	﹤0.01%	955
2022 Q1	–	Sell	-2,500	Closed	-$516K	–	1002
2021 Q4	$516K	Buy	2,500 +400	+19%	+$80.5K	0.01%	605
2021 Q3	$403K	Hold	2,100	–	–	0.01%	659
2021 Q2	$457K	Sell	2,100 -1,800	-46%	-$416K	0.01%	574
2021 Q1	$904K	Hold	3,900	–	–	0.02%	363
2020 Q4	$709K	Hold	3,900	–	–	0.01%	391
2020 Q3	$581K	Hold	3,900	–	–	0.01%	348
2020 Q2	$493K	Buy	3,900 +1,500	+63%	+$178K	0.01%	353
2020 Q1	$278K	Buy	+2,400	New	+$307K	0.01%	430

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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.