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Lido Advisors, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on CAT, newest first. How the timeline and the estimate are built.

Lido Advisors, LLC held 76,670 CAT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,670 shares
    Change vs previous 13F -774 shares

    0.29% of the 13F portfolio, value $81,649,141.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,444 shares
    Change vs previous 13F -15,415 shares

    0.22% of the 13F portfolio, value $54,867,009.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,859 shares
    Change vs previous 13F +496 shares

    0.18% of the 13F portfolio, value $45,851,851.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 92,363 shares
    Change vs previous 13F +19,036 shares

    0.18% of the 13F portfolio, value $44,071,875.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 73,327 shares
    Change vs previous 13F +16,570 shares

    0.15% of the 13F portfolio, value $28,466,626.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,757 shares
    Change vs previous 13F +10,931 shares

    0.11% of the 13F portfolio, value $18,718,773.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,826 shares
    Change vs previous 13F +737 shares

    0.1% of the 13F portfolio, value $16,623,819.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,089 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $17,635,224.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).