CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MEANS INVESTMENT CO., INC.'s Holding History (CIK: 0000701516)

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

Q4 2025

Shares 2,153 Value ($000) $1,233 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,275 Value ($000) $1,086 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,271 Value ($000) $882 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,292 Value ($000) $756 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 2,709 Value ($000) $983 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,080 Value ($000) $1,205 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 2,999 Value ($000) $999 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,096 Value ($000) $1,135 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,055 Value ($000) $903 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 2,946 Value ($000) $804 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 2,708 Value ($000) $666 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 1,789 Value ($000) $409 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 1,702 Value ($000) $408 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 1,304 Value ($000) $214 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 1,287 Value ($000) $230 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 1,285 Value ($000) $286 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 1,293 Value ($000) $267 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 1,385 Value ($000) $266 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 1,381 Value ($000) $301 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 1,379 Value ($000) $320 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 1,276 Value ($000) $253 Avg Close $153.98 Range $129.92 - $167.14

Q4 2019

Shares 13,210 Value ($000) $1,952 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 12,169 Value ($000) $1,788 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 11,587 Value ($000) $1,556 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 11,092 Value ($000) $1,503 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 7,749 Value ($000) $985 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,153	$1,233	$555.50	$469.79 - $627.50
Q3 2025	2,275	$1,086	$425.39	$381.75 - $483.95
Q2 2025	2,271	$882	$330.84	$264.29 - $386.62
Q1 2025	2,292	$756	$351.95	$315.09 - $404.98
Q4 2024	2,709	$983	$381.74	$351.93 - $412.27
Q3 2024	3,080	$1,205	$338.69	$301.40 - $389.91
Q2 2024	2,999	$999	$338.69	$308.78 - $372.10
Q1 2024	3,096	$1,135	$311.07	$268.51 - $357.70
Q4 2023	3,055	$903	$251.22	$216.95 - $290.10
Q3 2023	2,946	$804	$261.47	$229.25 - $283.47
Q2 2023	2,708	$666	$213.76	$195.84 - $240.81
Q1 2023	1,789	$409	$230.59	$201.84 - $253.98
Q4 2022	1,702	$408	$206.59	$156.72 - $232.83
Q3 2022	1,304	$214	$172.21	$151.58 - $189.11
Q2 2022	1,287	$230	$197.29	$164.98 - $221.91
Q1 2022	1,285	$286	$195.46	$167.60 - $214.37
Q4 2021	1,293	$267	$186.69	$173.30 - $200.95
Q3 2021	1,385	$266	$192.08	$172.62 - $206.58
Q2 2021	1,381	$301	$211.85	$188.71 - $226.53
Q1 2021	1,379	$320	$189.09	$163.90 - $217.37
Q4 2020	1,276	$253	$153.98	$129.92 - $167.14
Q4 2019	13,210	$1,952	$123.01	$102.69 - $131.46
Q3 2019	12,169	$1,788	$111.09	$97.87 - $122.22
Q2 2019	11,587	$1,556	$114.70	$103.20 - $125.83
Q1 2019	11,092	$1,503	$114.61	$103.38 - $123.15
Q4 2018	7,749	$985	$111.50	$96.19 - $135.93