CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CREATIVE FINANCIAL DESIGNS INC /ADV's Holding History (CIK: 0000819864)

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

Q4 2025

Shares 10,270 Value ($000) $5,883 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 10,539 Value ($000) $5,029 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 10,942 Value ($000) $4,248 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 10,919 Value ($000) $3,601 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 11,620 Value ($000) $4,215 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 11,236 Value ($000) $4,395 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 11,282 Value ($000) $3,758 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 11,036 Value ($000) $4,044 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 14,722 Value ($000) $4,353 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 14,579 Value ($000) $3,980 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 14,623 Value ($000) $3,598 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 14,908 Value ($000) $3,411 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 21,799 Value ($000) $5,222 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 25,071 Value ($000) $4,114 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 24,893 Value ($000) $4,450 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 24,277 Value ($000) $5,409 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 26,016 Value ($000) $5,379 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 5,135 Value ($000) $986 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 4,715 Value ($000) $1,026 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 4,525 Value ($000) $1,049 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,465 Value ($000) $813 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 633 Value ($000) $94 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 528 Value ($000) $67 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 325 Value ($000) $38 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 325 Value ($000) $49 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 325 Value ($000) $39 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 306 Value ($000) $41 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 330 Value ($000) $45 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 281 Value ($000) $36 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 315 Value ($000) $48 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 319 Value ($000) $43 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 419 Value ($000) $62 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 1,002 Value ($000) $158 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 6,790 Value ($000) $847 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 6,793 Value ($000) $730 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 6,837 Value ($000) $634 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 10,023 Value ($000) $930 Avg Close $73.74 Range $65.47 - $79.39

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,270	$5,883	$555.50	$469.79 - $627.50
Q3 2025	10,539	$5,029	$425.39	$381.75 - $483.95
Q2 2025	10,942	$4,248	$330.84	$264.29 - $386.62
Q1 2025	10,919	$3,601	$351.95	$315.09 - $404.98
Q4 2024	11,620	$4,215	$381.74	$351.93 - $412.27
Q3 2024	11,236	$4,395	$338.69	$301.40 - $389.91
Q2 2024	11,282	$3,758	$338.69	$308.78 - $372.10
Q1 2024	11,036	$4,044	$311.07	$268.51 - $357.70
Q4 2023	14,722	$4,353	$251.22	$216.95 - $290.10
Q3 2023	14,579	$3,980	$261.47	$229.25 - $283.47
Q2 2023	14,623	$3,598	$213.76	$195.84 - $240.81
Q1 2023	14,908	$3,411	$230.59	$201.84 - $253.98
Q4 2022	21,799	$5,222	$206.59	$156.72 - $232.83
Q3 2022	25,071	$4,114	$172.21	$151.58 - $189.11
Q2 2022	24,893	$4,450	$197.29	$164.98 - $221.91
Q1 2022	24,277	$5,409	$195.46	$167.60 - $214.37
Q4 2021	26,016	$5,379	$186.69	$173.30 - $200.95
Q3 2021	5,135	$986	$192.08	$172.62 - $206.58
Q2 2021	4,715	$1,026	$211.85	$188.71 - $226.53
Q1 2021	4,525	$1,049	$189.09	$163.90 - $217.37
Q4 2020	4,465	$813	$153.98	$129.92 - $167.14
Q3 2020	633	$94	$126.81	$112.24 - $141.22
Q2 2020	528	$67	$106.19	$89.90 - $125.54
Q1 2020	325	$38	$113.38	$77.78 - $132.89
Q4 2019	325	$49	$123.01	$102.69 - $131.46
Q3 2019	325	$39	$111.09	$97.87 - $122.22
Q2 2019	306	$41	$114.70	$103.20 - $125.83
Q1 2019	330	$45	$114.61	$103.38 - $123.15
Q4 2018	281	$36	$111.50	$96.19 - $135.93
Q3 2018	315	$48	$120.51	$110.40 - $134.53
Q2 2018	319	$43	$126.53	$112.48 - $137.00
Q1 2018	419	$62	$133.07	$120.49 - $146.01
Q4 2017	1,002	$158	$116.31	$103.45 - $133.20
Q3 2017	6,790	$847	$96.02	$87.71 - $104.79
Q2 2017	6,793	$730	$84.05	$74.79 - $89.64
Q1 2017	6,837	$634	$77.69	$74.24 - $81.74
Q4 2016	10,023	$930	$73.74	$65.47 - $79.39