A detailed history of Lakeside Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Lakeside Advisors, Inc. holds 1,784 shares of CAT stock, worth $677,259. This represents 0.45% of its overall portfolio holdings.

Number of Shares
1,784
Previous 1,783 0.06%
Holding current value
$677,259
Previous $593,000 17.54%
% of portfolio
0.45%
Previous 0.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$316.8 - $391.12 $316 - $391
1 Added 0.06%
1,784 $697,000
Q2 2024

Jul 29, 2024

BUY
$321.47 - $379.3 $321 - $379
1 Added 0.06%
1,783 $593,000
Q1 2024

Apr 29, 2024

BUY
$278.63 - $366.43 $278 - $366
1 Added 0.06%
1,782 $652,000
Q4 2023

Jan 30, 2024

BUY
$226.05 - $298.12 $226 - $298
1 Added 0.06%
1,781 $526,000
Q3 2023

Oct 19, 2023

BUY
$240.58 - $288.65 $240 - $288
1 Added 0.06%
1,780 $485,000
Q2 2023

Aug 02, 2023

BUY
$205.75 - $247.67 $205 - $247
1 Added 0.06%
1,779 $437,000
Q1 2023

May 04, 2023

BUY
$215.01 - $264.54 $215 - $264
1 Added 0.06%
1,778 $406,000
Q4 2022

Feb 08, 2023

BUY
$171.23 - $243.14 $171 - $243
1 Added 0.06%
1,777 $425,000
Q3 2022

Nov 10, 2022

BUY
$162.44 - $198.25 $16,406 - $20,023
101 Added 6.03%
1,776 $291,000
Q2 2022

Aug 09, 2022

BUY
$178.67 - $235.08 $17,867 - $23,508
100 Added 6.35%
1,675 $299,000
Q4 2021

Mar 08, 2022

BUY
$188.94 - $214.25 $297,580 - $337,443
1,575 New
1,575 $326,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $200B
  • 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 Lakeside Advisors, Inc. Portfolio

Follow Lakeside Advisors, Inc. 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 Lakeside Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeside Advisors, Inc. with notifications on news.