Lakeside Advisors, INC.

Position in CAT — Caterpillar Inc

CIK 1913467 SEATTLE, WA

Position in CAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,921,079

+$643,726 QoQ

Shares Held

1,804

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,935

of 4,045 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lakeside Advisors, INC. holds $6,028,822 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PCAR	Paccar Inc	34,197	$4,107,743
2	CAT	Caterpillar Inc This page	1,804	$1,921,079

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,921,079	1,804	+0.1%	Shares	Sole	2026-07-31
2026-03-31	$1,277,353	1,803	+0.8%	Shares	Sole	2026-05-01
2025-12-31	$1,024,291	1,788	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$852,667	1,787	+0.1%	Shares	Sole	2025-10-27
2025-06-30	$693,343	1,786	0.0%	Shares	Sole	2025-07-23
2025-03-31	$589,022	1,786	+0.1%	Shares	Sole	2025-04-30
2024-12-31	$647,526	1,785	+0.1%	Shares	Sole	2025-02-03
2024-09-30	$697,758	1,784	+0.1%	Shares	Sole	2024-10-29
2024-06-30	$593,917	1,783	+0.1%	Shares	Sole	2024-07-30
2024-03-31	$652,978	1,782	+0.1%	Shares	Sole	2024-04-29
2023-12-31	$526,588	1,781	+0.1%	Shares	Sole	2024-01-30
2023-09-30	$485,940	1,780	+0.1%	Shares	Sole	2023-10-20
2023-06-30	$437,722	1,779	+0.1%	Shares	Sole	2023-08-03
2023-03-31	$406,877	1,778	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$425,698	1,777	+0.1%	Shares	Sole	2023-02-09
2022-09-30	$291,406	1,776	+6.0%	Shares	Sole	2022-11-10
2022-06-30	$299,423	1,675	+6.3%	Shares	Sole	2022-08-09
2022-03-31	$350,941	1,575	0.0%	Shares	Sole	2022-05-04
2021-12-31	$325,615	1,575	—	Shares	Sole	2022-03-08
No filing history on record for this holder in this stock.