Caterpillar shares owned by Lakeside Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lakeside Advisors
from 13F filings
Historical chart of Lakeside Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lakeside Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 1.8k | 477.19 |
| 2025-06-30 | $694k | 1.8k | 388.29 |
| 2025-03-31 | $589k | 1.8k | 329.71 |
| 2024-12-31 | $647k | 1.8k | 362.70 |
| 2024-09-30 | $698k | 1.8k | 391.10 |
| 2024-06-30 | $594k | 1.8k | 333.11 |
| 2024-03-31 | $653k | 1.8k | 366.49 |
| 2023-12-31 | $527k | 1.8k | 295.74 |
| 2023-09-30 | $486k | 1.8k | 273.06 |
| 2023-06-30 | $438k | 1.8k | 246.11 |
| 2023-03-31 | $407k | 1.8k | 228.87 |
| 2022-12-31 | $426k | 1.8k | 239.60 |
| 2022-09-30 | $291k | 1.8k | 163.85 |
| 2022-06-30 | $299k | 1.7k | 178.51 |
| 2022-03-31 | $351k | 1.6k | 222.86 |
| 2021-12-31 | $326k | 1.6k | 206.98 |