CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

ROTHSCHILD INVESTMENT LLC's Holding History (CIK: 0000085338)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 22,353 Value ($000) $12,805 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 27,384 Value ($000) $13,066 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 27,891 Value ($000) $10,828 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 26,137 Value ($000) $8,620 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 9,305 Value ($000) $3,375 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 8,326 Value ($000) $3,257 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 8,472 Value ($000) $2,822 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 8,652 Value ($000) $3,171 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 8,347 Value ($000) $2,468 Avg Close $251.22 Range $216.95 - $290.10