CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JONES FINANCIAL COMPANIES LLLP's Holding History (CIK: 0000815917)

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

Q4 2025

Shares 118,964 Value ($000) $68,151 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 107,752 Value ($000) $50,214 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 94,521 Value ($000) $36,377 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 70,621 Value ($000) $23,283 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 53,498 Value ($000) $19,407 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 38,749 Value ($000) $15,154 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 17,093 Value ($000) $5,694 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,836 Value ($000) $1,772 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 2,637 Value ($000) $780 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 2,548 Value ($000) $696 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 2,516 Value ($000) $619 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 2,600 Value ($000) $595 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 2,738 Value ($000) $656 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 2,669 Value ($000) $438 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,392 Value ($000) $428 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 2,058 Value ($000) $459 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 2,136 Value ($000) $442 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 2,447 Value ($000) $470 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 2,427 Value ($000) $528 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 2,993 Value ($000) $694 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 2,528 Value ($000) $460 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 1,903 Value ($000) $284 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 1,707 Value ($000) $216 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 1,907 Value ($000) $221 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 2,250 Value ($000) $332 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 2,298 Value ($000) $291 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 2,478 Value ($000) $338 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 2,638 Value ($000) $358 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 2,845 Value ($000) $362 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 3,715 Value ($000) $567 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 2,910 Value ($000) $394 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 3,175 Value ($000) $468 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 4,099 Value ($000) $646 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 4,343 Value ($000) $541 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 5,044 Value ($000) $542 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 5,961 Value ($000) $553 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 6,006 Value ($000) $557 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 5,849 Value ($000) $519 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 6,292 Value ($000) $477 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 7,187 Value ($000) $550 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 6,916 Value ($000) $470 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 7,131 Value ($000) $466 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 7,488 Value ($000) $635 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 8,141 Value ($000) $652 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 9,255 Value ($000) $848 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 9,751 Value ($000) $966 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 9,244 Value ($000) $1,005 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 12,060 Value ($000) $1,198 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 11,308 Value ($000) $1,027 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 11,661 Value ($000) $973 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 10,929 Value ($000) $901 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	118,964	$68,151	$555.50	$469.79 - $627.50
Q3 2025	107,752	$50,214	$425.39	$381.75 - $483.95
Q2 2025	94,521	$36,377	$330.84	$264.29 - $386.62
Q1 2025	70,621	$23,283	$351.95	$315.09 - $404.98
Q4 2024	53,498	$19,407	$381.74	$351.93 - $412.27
Q3 2024	38,749	$15,154	$338.69	$301.40 - $389.91
Q2 2024	17,093	$5,694	$338.69	$308.78 - $372.10
Q1 2024	4,836	$1,772	$311.07	$268.51 - $357.70
Q4 2023	2,637	$780	$251.22	$216.95 - $290.10
Q3 2023	2,548	$696	$261.47	$229.25 - $283.47
Q2 2023	2,516	$619	$213.76	$195.84 - $240.81
Q1 2023	2,600	$595	$230.59	$201.84 - $253.98
Q4 2022	2,738	$656	$206.59	$156.72 - $232.83
Q3 2022	2,669	$438	$172.21	$151.58 - $189.11
Q2 2022	2,392	$428	$197.29	$164.98 - $221.91
Q1 2022	2,058	$459	$195.46	$167.60 - $214.37
Q4 2021	2,136	$442	$186.69	$173.30 - $200.95
Q3 2021	2,447	$470	$192.08	$172.62 - $206.58
Q2 2021	2,427	$528	$211.85	$188.71 - $226.53
Q1 2021	2,993	$694	$189.09	$163.90 - $217.37
Q4 2020	2,528	$460	$153.98	$129.92 - $167.14
Q3 2020	1,903	$284	$126.81	$112.24 - $141.22
Q2 2020	1,707	$216	$106.19	$89.90 - $125.54
Q1 2020	1,907	$221	$113.38	$77.78 - $132.89
Q4 2019	2,250	$332	$123.01	$102.69 - $131.46
Q3 2019	2,298	$291	$111.09	$97.87 - $122.22
Q2 2019	2,478	$338	$114.70	$103.20 - $125.83
Q1 2019	2,638	$358	$114.61	$103.38 - $123.15
Q4 2018	2,845	$362	$111.50	$96.19 - $135.93
Q3 2018	3,715	$567	$120.51	$110.40 - $134.53
Q2 2018	2,910	$394	$126.53	$112.48 - $137.00
Q1 2018	3,175	$468	$133.07	$120.49 - $146.01
Q4 2017	4,099	$646	$116.31	$103.45 - $133.20
Q3 2017	4,343	$541	$96.02	$87.71 - $104.79
Q2 2017	5,044	$542	$84.05	$74.79 - $89.64
Q1 2017	5,961	$553	$77.69	$74.24 - $81.74
Q4 2016	6,006	$557	$73.74	$65.47 - $79.39
Q3 2016	5,849	$519	$66.01	$58.78 - $71.89
Q2 2016	6,292	$477	$59.82	$55.25 - $64.10
Q1 2016	7,187	$550	$53.06	$44.66 - $61.22
Q4 2015	6,916	$470	$54.58	$48.84 - $59.43
Q3 2015	7,131	$466	$59.11	$48.76 - $65.71
Q2 2015	7,488	$635	$65.86	$60.39 - $68.73
Q1 2015	8,141	$652	$63.13	$59.48 - $69.69
Q4 2014	9,255	$848	$73.34	$66.42 - $80.82
Q3 2014	9,751	$966	$79.29	$73.57 - $83.32
Q2 2014	9,244	$1,005	$78.02	$73.19 - $81.73
Q1 2014	12,060	$1,198	$69.69	$63.53 - $74.44
Q4 2013	11,308	$1,027	$62.67	$60.17 - $67.37
Q3 2013	11,661	$973	$61.64	$58.99 - $64.50
Q2 2013	10,929	$901	$61.55	$57.61 - $65.73