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Equibles

Lido Advisors, LLC

Position in CAT — Caterpillar Inc

CIK 1650150 Los Angeles, CA
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$81,645,882
+$26,779,907 QoQ
Shares Held
76,670
-1.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#257
of 4,031 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 52% Shared 0% None 48%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Derivatives in CAT

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$2,129,800
PutShares
2,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Lido Advisors, LLC holds $121,320,637 across 4 Farm & Heavy Construction Machinery names. CAT ranks #1 (67.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		76,670 $81,645,882
2 DE
Deere & Co
 59,862 $37,972,261
3 PCAR
Paccar Inc
 10,634 $1,277,355
4 OSK
Oshkosh Corp
 2,770 $425,139

All Filings in CAT

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,129,800 2,000
2026-06-30 $81,645,882 76,670
2026-03-31 $1,062,690 1,500
2026-03-31 $54,865,975 77,444
2025-12-31 $53,196,134 92,859
2025-12-31 $572,870 1,000
2025-09-30 $477,150 1,000
2025-09-30 $44,071,004 92,363
2025-06-30 $28,466,273 73,327
2025-06-30 $1,746,945 4,500
2025-03-31 $18,718,458 56,757
2025-03-31 $1,319,200 4,000
2024-12-31 $1,451,040 4,000
2024-12-31 $16,623,839 45,826
2024-09-30 $1,564,480 4,000
2024-09-30 $17,635,208 45,089
2024-06-30 $333,100 1,000
2024-06-30 $14,540,480 43,652
2024-03-31 $13,973,440 38,134
2024-03-31 $183,215 500
2023-12-31 $147,835 500
2023-12-31 $12,824,685 43,375
2023-09-30 $136,500 500
2023-09-30 $10,380,552 38,024
2023-09-30 $163,800 600
2023-06-30 $147,630 600
2023-06-30 $16,442,044 66,824
2023-06-30 $123,025 500
2023-03-31 $9,948,360 43,473
2023-03-31 $114,420 500
2023-03-31 $137,304 600
2022-12-31 $119,780 500
2022-12-31 $8,487,131 35,428
2022-12-31 $143,736 600
2022-09-30 $2,678,934 16,327
2022-06-30 $2,807,247 15,704
2022-03-31 $3,382,407 15,180
2021-12-31 $3,141,621 15,196
2021-12-31 $516,850 2,500
2021-09-30 $2,980,910 15,528
2021-09-30 $403,137 2,100
2021-06-30 $2,400,458 11,030
2021-06-30 $457,023 2,100
2021-03-31 $904,293 3,900
2021-03-31 $3,665,400 15,808
2020-12-31 $709,878 3,900
2020-12-31 $3,259,432 17,907
2020-09-30 $581,685 3,900
2020-09-30 $2,841,158 19,049
2020-06-30 $1,515,343 11,979

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