CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

HERITAGE INVESTORS MANAGEMENT CORP's Holding History (CIK: 0000937589)

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

Q4 2025

Shares 120,567 Value ($000) $69 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 125,392 Value ($000) $60 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 130,410 Value ($000) $51 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 128,969 Value ($000) $43 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 129,700 Value ($000) $47 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 130,477 Value ($000) $51 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 136,067 Value ($000) $45 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 138,041 Value ($000) $51 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 143,952 Value ($000) $43 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 145,415 Value ($000) $40 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 156,702 Value ($000) $39 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 156,710 Value ($000) $36 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 161,360 Value ($000) $39 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 166,057 Value ($000) $27,247 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 164,632 Value ($000) $29,430 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 164,618 Value ($000) $36,680 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 162,378 Value ($000) $33,570 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 161,086 Value ($000) $30,924 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 160,700 Value ($000) $34,973 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 165,034 Value ($000) $38,266 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 176,493 Value ($000) $32,125 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 184,040 Value ($000) $27,450 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 188,464 Value ($000) $23,841 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 189,801 Value ($000) $22,024 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 194,529 Value ($000) $28,728 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 197,292 Value ($000) $24,920 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 196,648 Value ($000) $26,801 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 197,064 Value ($000) $26,700 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 199,602 Value ($000) $25,363 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 198,085 Value ($000) $30,206 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 196,176 Value ($000) $26,615 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 195,236 Value ($000) $28,774 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 198,250 Value ($000) $31,240 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 207,017 Value ($000) $25,817 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 214,497 Value ($000) $23,050 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 220,203 Value ($000) $20,426 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 223,096 Value ($000) $20,690 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 228,080 Value ($000) $20,247 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 228,606 Value ($000) $17,331 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 224,494 Value ($000) $17,183 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 213,456 Value ($000) $14,506 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 217,703 Value ($000) $14,229 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 211,819 Value ($000) $17,966 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 207,317 Value ($000) $16,592 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 195,231 Value ($000) $17,869 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 192,597 Value ($000) $19,073 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 192,142 Value ($000) $20,880 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 195,603 Value ($000) $19,437 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 192,907 Value ($000) $17,518 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 188,887 Value ($000) $15,753 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 179,671 Value ($000) $14,821 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	120,567	$69	$555.50	$469.79 - $627.50
Q3 2025	125,392	$60	$425.39	$381.75 - $483.95
Q2 2025	130,410	$51	$330.84	$264.29 - $386.62
Q1 2025	128,969	$43	$351.95	$315.09 - $404.98
Q4 2024	129,700	$47	$381.74	$351.93 - $412.27
Q3 2024	130,477	$51	$338.69	$301.40 - $389.91
Q2 2024	136,067	$45	$338.69	$308.78 - $372.10
Q1 2024	138,041	$51	$311.07	$268.51 - $357.70
Q4 2023	143,952	$43	$251.22	$216.95 - $290.10
Q3 2023	145,415	$40	$261.47	$229.25 - $283.47
Q2 2023	156,702	$39	$213.76	$195.84 - $240.81
Q1 2023	156,710	$36	$230.59	$201.84 - $253.98
Q4 2022	161,360	$39	$206.59	$156.72 - $232.83
Q3 2022	166,057	$27,247	$172.21	$151.58 - $189.11
Q2 2022	164,632	$29,430	$197.29	$164.98 - $221.91
Q1 2022	164,618	$36,680	$195.46	$167.60 - $214.37
Q4 2021	162,378	$33,570	$186.69	$173.30 - $200.95
Q3 2021	161,086	$30,924	$192.08	$172.62 - $206.58
Q2 2021	160,700	$34,973	$211.85	$188.71 - $226.53
Q1 2021	165,034	$38,266	$189.09	$163.90 - $217.37
Q4 2020	176,493	$32,125	$153.98	$129.92 - $167.14
Q3 2020	184,040	$27,450	$126.81	$112.24 - $141.22
Q2 2020	188,464	$23,841	$106.19	$89.90 - $125.54
Q1 2020	189,801	$22,024	$113.38	$77.78 - $132.89
Q4 2019	194,529	$28,728	$123.01	$102.69 - $131.46
Q3 2019	197,292	$24,920	$111.09	$97.87 - $122.22
Q2 2019	196,648	$26,801	$114.70	$103.20 - $125.83
Q1 2019	197,064	$26,700	$114.61	$103.38 - $123.15
Q4 2018	199,602	$25,363	$111.50	$96.19 - $135.93
Q3 2018	198,085	$30,206	$120.51	$110.40 - $134.53
Q2 2018	196,176	$26,615	$126.53	$112.48 - $137.00
Q1 2018	195,236	$28,774	$133.07	$120.49 - $146.01
Q4 2017	198,250	$31,240	$116.31	$103.45 - $133.20
Q3 2017	207,017	$25,817	$96.02	$87.71 - $104.79
Q2 2017	214,497	$23,050	$84.05	$74.79 - $89.64
Q1 2017	220,203	$20,426	$77.69	$74.24 - $81.74
Q4 2016	223,096	$20,690	$73.74	$65.47 - $79.39
Q3 2016	228,080	$20,247	$66.01	$58.78 - $71.89
Q2 2016	228,606	$17,331	$59.82	$55.25 - $64.10
Q1 2016	224,494	$17,183	$53.06	$44.66 - $61.22
Q4 2015	213,456	$14,506	$54.58	$48.84 - $59.43
Q3 2015	217,703	$14,229	$59.11	$48.76 - $65.71
Q2 2015	211,819	$17,966	$65.86	$60.39 - $68.73
Q1 2015	207,317	$16,592	$63.13	$59.48 - $69.69
Q4 2014	195,231	$17,869	$73.34	$66.42 - $80.82
Q3 2014	192,597	$19,073	$79.29	$73.57 - $83.32
Q2 2014	192,142	$20,880	$78.02	$73.19 - $81.73
Q1 2014	195,603	$19,437	$69.69	$63.53 - $74.44
Q4 2013	192,907	$17,518	$62.67	$60.17 - $67.37
Q3 2013	188,887	$15,753	$61.64	$58.99 - $64.50
Q2 2013	179,671	$14,821	$61.55	$57.61 - $65.73