Lido Advisors, LLC Caterpillar Inc Transaction History

Lido Advisors, LLC

  • $25.9 Billion
  • Q2 2025

A detailed history of Lido Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Lido Advisors, LLC holds 73,327 shares of CAT stock, worth $42.3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
73,327
Previous 56,757 29.19%
Holding current value
$42.3 Million
Previous $18.7 Million 52.08%
% of portfolio
0.11%
Previous 0.08%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$273.94 - $388.21 $4.54 Million - $6.43 Million
16,570 Added 29.19%
73,327 $28.5 Million
Q1 2025

May 15, 2025
BUY
$326.75 - $407.63 $3.57 Million - $4.46 Million
10,931 Added 23.85%
56,757 $18.7 Million
Q4 2024

Feb 14, 2025
BUY
$360.37 - $416.88 $265,592 - $307,240
737 Added 1.63%
45,826 $16.6 Million
Q3 2024

Nov 14, 2024
BUY
$316.8 - $391.12 $455,241 - $562,039
1,437 Added 3.29%
45,089 $17.6 Million
Q2 2024

Aug 14, 2024
BUY
$321.47 - $379.3 $1.77 Million - $2.09 Million
5,518 Added 14.47%
43,652 $14.5 Million
Q1 2024

May 15, 2024
SELL
$278.63 - $366.43 $1.46 Million - $1.92 Million
-5,241 Reduced 12.08%
38,134 $14 Million
Q4 2023

Feb 14, 2024
BUY
$226.05 - $298.12 $1.21 Million - $1.6 Million
5,351 Added 14.07%
43,375 $12.8 Million
Q3 2023

Nov 14, 2023
SELL
$240.58 - $288.65 $6.93 Million - $8.31 Million
-28,800 Reduced 43.1%
38,024 $10.4 Million
Q2 2023

Aug 09, 2023
BUY
$205.75 - $247.67 $4.8 Million - $5.78 Million
23,351 Added 53.71%
66,824 $16.4 Million
Q1 2023

May 15, 2023
BUY
$215.01 - $264.54 $1.73 Million - $2.13 Million
8,045 Added 22.71%
43,473 $9.95 Million
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $3.27 Million - $4.64 Million
19,101 Added 116.99%
35,428 $8.49 Million
Q3 2022

Nov 14, 2022
BUY
$162.44 - $198.25 $101,200 - $123,509
623 Added 3.97%
16,327 $2.68 Million
Q2 2022

Aug 15, 2022
BUY
$178.67 - $235.08 $93,623 - $123,181
524 Added 3.45%
15,704 $2.81 Million
Q1 2022

May 17, 2022
SELL
$182.83 - $229.87 $2,925 - $3,677
-16 Reduced 0.11%
15,180 $3.38 Million
Q4 2021

Feb 15, 2022
SELL
$188.94 - $214.25 $62,728 - $71,131
-332 Reduced 2.14%
15,196 $3.14 Million
Q3 2021

Feb 15, 2022
BUY
$189.84 - $221.66 $153,580 - $179,322
809 Added 5.5%
15,528 $2.98 Million
Q3 2021

Nov 12, 2021
BUY
$189.84 - $221.66 $700,319 - $817,703
3,689 Added 33.45%
14,719 $2.83 Million
Q2 2021

Aug 12, 2021
SELL
$208.86 - $244.79 $997,933 - $1.17 Million
-4,778 Reduced 30.23%
11,030 $2.4 Million
Q1 2021

May 13, 2021
SELL
$180.63 - $233.63 $379,142 - $490,389
-2,099 Reduced 11.72%
15,808 $3.67 Million
Q4 2020

Feb 08, 2021
SELL
$146.71 - $182.21 $167,542 - $208,083
-1,142 Reduced 6.0%
17,907 $3.26 Million
Q3 2020

Nov 12, 2020
BUY
$125.73 - $153.87 $888,911 - $1.09 Million
7,070 Added 59.02%
19,049 $2.84 Million
Q2 2020

Aug 12, 2020
BUY
$104.48 - $137.72 $58,717 - $77,398
562 Added 4.92%
11,979 $1.52 Million
Q1 2020

May 13, 2020
SELL
$91.85 - $150.53 $132,447 - $217,064
-1,442 Reduced 11.21%
11,417 $1.33 Million
Q4 2019

Feb 07, 2020
BUY
$117.97 - $148.5 $549,032 - $691,119
4,654 Added 56.72%
12,859 $1.9 Million
Q3 2019

Nov 12, 2019
SELL
$113.38 - $139.64 $8,730 - $10,752
-77 Reduced 0.93%
8,205 $1.04 Million
Q2 2019

Aug 14, 2019
SELL
$119.81 - $143.36 $479 - $573
-4 Reduced 0.05%
8,282 $1.13 Million
Q1 2019

May 10, 2019
SELL
$121.51 - $141.41 $50,548 - $58,826
-416 Reduced 4.78%
8,286 $1.12 Million
Q4 2018

Feb 14, 2019
BUY
$112.34 - $158.22 $485,421 - $683,668
4,321 Added 98.63%
8,702 $1.11 Million
Q3 2018

Nov 14, 2018
BUY
$132.02 - $156.38 $71,026 - $84,132
538 Added 14.0%
4,381 $668,000
Q2 2018

Aug 14, 2018
BUY
$134.61 - $158.92 $154,263 - $182,122
1,146 Added 42.49%
3,843 $521,000
Q1 2018

May 10, 2018
BUY
$144.29 - $170.89 $183,392 - $217,201
1,271 Added 89.13%
2,697 $397,000
Q4 2017

Feb 15, 2018
BUY
$124.72 - $158.42 $177,850 - $225,906
1,426
1,426 $224,000

Others Institutions Holding CAT

# of Institutions
3,526
Shares Held
337M
Call Options Held
6.89M
Put Options Held
7.18M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $305B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email