CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MERITAGE PORTFOLIO MANAGEMENT's Holding History (CIK: 0000881432)

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

Q4 2025
Shares 792 Value ($000) $454 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 792 Value ($000) $378 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 578 Value ($000) $224 Avg Close $330.84 Range $264.29 - $386.62
Q4 2024
Shares 595 Value ($000) $216 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 619 Value ($000) $0 Avg Close $338.69 Range $301.40 - $389.91
Q1 2024
Shares 568 Value ($000) $0 Avg Close $311.07 Range $268.51 - $357.70
Q2 2021
Shares 1,075 Value ($000) $234 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,075 Value ($000) $249 Avg Close $189.09 Range $163.90 - $217.37