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Caterpillar shares owned by Lido Advisors

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Lido Advisors

Quarter filed Position value Share count Share price at filing
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 $3.2M 17k 192.54
2021-06-30 $2.9M 13k 217.68
2021-03-31 $3.7M 16k 231.91
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 $278k 2.4k 115.83
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