CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

&PARTNERS's Holding History (CIK: 0000107136)

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

Q4 2025
Shares 99,386 Value ($000) $56,952 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 82,892 Value ($000) $36,780 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 72,381 Value ($000) $28,118 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 52,956 Value ($000) $17,462 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 48,828 Value ($000) $17,762 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 27,098 Value ($000) $10,674 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 10,788 Value ($000) $3,593 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 5,825 Value ($000) $2,134 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 4,073 Value ($000) $1,200 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,643 Value ($000) $995 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,642 Value ($000) $896 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,572 Value ($000) $817 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,595 Value ($000) $861 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,595 Value ($000) $590 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,489 Value ($000) $624 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,135 Value ($000) $476 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,484 Value ($000) $307 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,409 Value ($000) $270 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,408 Value ($000) $306 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,354 Value ($000) $314 Avg Close $189.09 Range $163.90 - $217.37
Q4 2019
Shares 1,540 Value ($000) $227 Avg Close $123.01 Range $102.69 - $131.46
Q2 2019
Shares 1,540 Value ($000) $210 Avg Close $114.70 Range $103.20 - $125.83