Caterpillar shares owned by Lido Advisors
Historical chart of Lido Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 93k | 477.15 |
| 2025-06-30 | $30M | 78k | 388.21 |
| 2025-03-31 | $20M | 61k | 329.80 |
| 2024-12-31 | $18M | 50k | 362.76 |
| 2024-09-30 | $19M | 49k | 391.12 |
| 2024-06-30 | $15M | 45k | 333.10 |
| 2024-03-31 | $14M | 39k | 366.43 |
| 2023-12-31 | $13M | 44k | 295.67 |
| 2023-09-30 | $11M | 39k | 273.00 |
| 2023-06-30 | $17M | 68k | 246.05 |
| 2023-03-31 | $10M | 45k | 228.84 |
| 2022-12-31 | $8.8M | 37k | 239.56 |
| 2022-09-30 | $2.7M | 16k | 164.08 |
| 2022-06-30 | $2.8M | 16k | 178.74 |
| 2022-03-31 | $3.4M | 15k | 222.79 |
| 2021-12-31 | $3.7M | 18k | 206.70 |
| 2021-09-30 | $3.4M | 18k | 191.91 |
| 2021-06-30 | $2.9M | 13k | 217.68 |
| 2021-03-31 | $904k | 3.9k | 231.79 |
| 2020-12-31 | $709k | 3.9k | 181.79 |
| 2020-09-30 | $581k | 3.9k | 148.97 |
| 2020-06-30 | $1.5M | 12k | 126.47 |
| 2020-03-31 | $1.3M | 11k | 116.06 |
| 2019-12-31 | $1.9M | 13k | 147.68 |
| 2019-09-30 | $1.0M | 8.2k | 126.26 |
| 2019-06-30 | $1.1M | 8.3k | 136.20 |
| 2019-03-31 | $1.1M | 8.3k | 135.41 |
| 2018-12-31 | $1.1M | 8.7k | 126.98 |
| 2018-09-30 | $668k | 4.4k | 152.48 |
| 2018-06-30 | $521k | 3.8k | 135.57 |
| 2018-03-31 | $397k | 2.7k | 147.20 |
| 2017-12-31 | $224k | 1.4k | 157.08 |
| 2017-06-30 | $337k | 3.1k | 107.32 |