CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CCM INVESTMENT ADVISERS LLC's Holding History (CIK: 0000931097)

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

Q4 2025

Shares 51,365 Value ($000) $29,426 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 55,219 Value ($000) $26,348 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 55,589 Value ($000) $21,580 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 55,429 Value ($000) $18,281 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 56,776 Value ($000) $20,596 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 59,706 Value ($000) $23,353 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 59,901 Value ($000) $19,953 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 60,540 Value ($000) $22,184 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 66,893 Value ($000) $19,779 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 66,683 Value ($000) $18,205 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 68,422 Value ($000) $16,835 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 67,180 Value ($000) $15,374 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 66,442 Value ($000) $15,917 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 74,117 Value ($000) $12,161 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 73,494 Value ($000) $13,137 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 72,111 Value ($000) $16,067 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 72,039 Value ($000) $14,893 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 70,408 Value ($000) $13,516 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 70,402 Value ($000) $15,321 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 73,591 Value ($000) $17,063 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 76,454 Value ($000) $13,916 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 79,922 Value ($000) $11,920 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 83,382 Value ($000) $10,547 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 90,535 Value ($000) $10,505 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 85,951 Value ($000) $12,693 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 79,501 Value ($000) $10,041 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 79,969 Value ($000) $10,898 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 86,550 Value ($000) $11,726 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 88,575 Value ($000) $11,255 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 71,055 Value ($000) $10,835 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 72,103 Value ($000) $9,782 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 72,888 Value ($000) $10,742 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 75,835 Value ($000) $11,950 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 83,852 Value ($000) $10,457 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 86,620 Value ($000) $9,308 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 89,195 Value ($000) $8,273 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 96,858 Value ($000) $8,982 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 98,356 Value ($000) $8,731 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 183,124 Value ($000) $13,882 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 128,657 Value ($000) $9,847 Avg Close $53.06 Range $44.66 - $61.22

Q3 2015

Shares 3,105 Value ($000) $202 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 32,855 Value ($000) $2,786 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 150,080 Value ($000) $12,010 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 122,322 Value ($000) $11,196 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 182,268 Value ($000) $18,050 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 168,405 Value ($000) $18,300 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 131,146 Value ($000) $13,031 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 106,566 Value ($000) $9,677 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 96,321 Value ($000) $8,033 Avg Close $61.64 Range $58.99 - $64.50

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	51,365	$29,426	$555.50	$469.79 - $627.50
Q3 2025	55,219	$26,348	$425.39	$381.75 - $483.95
Q2 2025	55,589	$21,580	$330.84	$264.29 - $386.62
Q1 2025	55,429	$18,281	$351.95	$315.09 - $404.98
Q4 2024	56,776	$20,596	$381.74	$351.93 - $412.27
Q3 2024	59,706	$23,353	$338.69	$301.40 - $389.91
Q2 2024	59,901	$19,953	$338.69	$308.78 - $372.10
Q1 2024	60,540	$22,184	$311.07	$268.51 - $357.70
Q4 2023	66,893	$19,779	$251.22	$216.95 - $290.10
Q3 2023	66,683	$18,205	$261.47	$229.25 - $283.47
Q2 2023	68,422	$16,835	$213.76	$195.84 - $240.81
Q1 2023	67,180	$15,374	$230.59	$201.84 - $253.98
Q4 2022	66,442	$15,917	$206.59	$156.72 - $232.83
Q3 2022	74,117	$12,161	$172.21	$151.58 - $189.11
Q2 2022	73,494	$13,137	$197.29	$164.98 - $221.91
Q1 2022	72,111	$16,067	$195.46	$167.60 - $214.37
Q4 2021	72,039	$14,893	$186.69	$173.30 - $200.95
Q3 2021	70,408	$13,516	$192.08	$172.62 - $206.58
Q2 2021	70,402	$15,321	$211.85	$188.71 - $226.53
Q1 2021	73,591	$17,063	$189.09	$163.90 - $217.37
Q4 2020	76,454	$13,916	$153.98	$129.92 - $167.14
Q3 2020	79,922	$11,920	$126.81	$112.24 - $141.22
Q2 2020	83,382	$10,547	$106.19	$89.90 - $125.54
Q1 2020	90,535	$10,505	$113.38	$77.78 - $132.89
Q4 2019	85,951	$12,693	$123.01	$102.69 - $131.46
Q3 2019	79,501	$10,041	$111.09	$97.87 - $122.22
Q2 2019	79,969	$10,898	$114.70	$103.20 - $125.83
Q1 2019	86,550	$11,726	$114.61	$103.38 - $123.15
Q4 2018	88,575	$11,255	$111.50	$96.19 - $135.93
Q3 2018	71,055	$10,835	$120.51	$110.40 - $134.53
Q2 2018	72,103	$9,782	$126.53	$112.48 - $137.00
Q1 2018	72,888	$10,742	$133.07	$120.49 - $146.01
Q4 2017	75,835	$11,950	$116.31	$103.45 - $133.20
Q3 2017	83,852	$10,457	$96.02	$87.71 - $104.79
Q2 2017	86,620	$9,308	$84.05	$74.79 - $89.64
Q1 2017	89,195	$8,273	$77.69	$74.24 - $81.74
Q4 2016	96,858	$8,982	$73.74	$65.47 - $79.39
Q3 2016	98,356	$8,731	$66.01	$58.78 - $71.89
Q2 2016	183,124	$13,882	$59.82	$55.25 - $64.10
Q1 2016	128,657	$9,847	$53.06	$44.66 - $61.22
Q3 2015	3,105	$202	$59.11	$48.76 - $65.71
Q2 2015	32,855	$2,786	$65.86	$60.39 - $68.73
Q1 2015	150,080	$12,010	$63.13	$59.48 - $69.69
Q4 2014	122,322	$11,196	$73.34	$66.42 - $80.82
Q3 2014	182,268	$18,050	$79.29	$73.57 - $83.32
Q2 2014	168,405	$18,300	$78.02	$73.19 - $81.73
Q1 2014	131,146	$13,031	$69.69	$63.53 - $74.44
Q4 2013	106,566	$9,677	$62.67	$60.17 - $67.37
Q3 2013	96,321	$8,033	$61.64	$58.99 - $64.50