CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV's Holding History (CIK: 0000771118)

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

Q4 2025
Shares 5,700 Value ($000) $3,265 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,548 Value ($000) $2,647 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,264 Value ($000) $2,043 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 5,016 Value ($000) $1,654 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,812 Value ($000) $1,745 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 4,626 Value ($000) $1,809 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,484 Value ($000) $1,494 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,384 Value ($000) $1,606 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 4,100 Value ($000) $1,212 Avg Close $251.22 Range $216.95 - $290.10