CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

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

Q4 2025

Shares 6,245 Value ($000) $3,578 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 6,525 Value ($000) $3,113 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 6,040 Value ($000) $2,345 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 6,093 Value ($000) $2,009 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 6,040 Value ($000) $2,191 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 6,040 Value ($000) $2,362 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 6,052 Value ($000) $2,016 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 6,132 Value ($000) $2,247 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 6,197 Value ($000) $1,832 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 6,347 Value ($000) $1,733 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,921 Value ($000) $1,703 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 7,002 Value ($000) $1,602 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 7,012 Value ($000) $1,680 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 7,272 Value ($000) $1,193 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 7,011 Value ($000) $1,253 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 7,905 Value ($000) $1,761 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 8,754 Value ($000) $1,810 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 9,694 Value ($000) $1,861 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 10,674 Value ($000) $2,323 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 11,499 Value ($000) $2,666 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 14,848 Value ($000) $2,703 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 13,867 Value ($000) $2,068 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 14,017 Value ($000) $1,773 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 14,117 Value ($000) $1,638 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 14,939 Value ($000) $2,206 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 14,939 Value ($000) $1,887 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 14,939 Value ($000) $2,036 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 15,739 Value ($000) $2,132 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 15,914 Value ($000) $2,022 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 16,097 Value ($000) $2,455 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 16,339 Value ($000) $2,217 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 16,339 Value ($000) $2,408 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 16,361 Value ($000) $2,578 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 16,742 Value ($000) $2,088 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 21,067 Value ($000) $2,264 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 21,417 Value ($000) $1,987 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 21,692 Value ($000) $2,012 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 21,792 Value ($000) $1,934 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 21,967 Value ($000) $1,665 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 21,967 Value ($000) $1,681 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 21,967 Value ($000) $1,493 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 26,467 Value ($000) $1,730 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 27,910 Value ($000) $2,367 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 27,910 Value ($000) $2,234 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 28,110 Value ($000) $2,573 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 28,205 Value ($000) $2,793 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 28,905 Value ($000) $3,141 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 29,125 Value ($000) $2,894 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 29,225 Value ($000) $2,654 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 29,225 Value ($000) $2,437 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 30,625 Value ($000) $2,526 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,245	$3,578	$555.50	$469.79 - $627.50
Q3 2025	6,525	$3,113	$425.39	$381.75 - $483.95
Q2 2025	6,040	$2,345	$330.84	$264.29 - $386.62
Q1 2025	6,093	$2,009	$351.95	$315.09 - $404.98
Q4 2024	6,040	$2,191	$381.74	$351.93 - $412.27
Q3 2024	6,040	$2,362	$338.69	$301.40 - $389.91
Q2 2024	6,052	$2,016	$338.69	$308.78 - $372.10
Q1 2024	6,132	$2,247	$311.07	$268.51 - $357.70
Q4 2023	6,197	$1,832	$251.22	$216.95 - $290.10
Q3 2023	6,347	$1,733	$261.47	$229.25 - $283.47
Q2 2023	6,921	$1,703	$213.76	$195.84 - $240.81
Q1 2023	7,002	$1,602	$230.59	$201.84 - $253.98
Q4 2022	7,012	$1,680	$206.59	$156.72 - $232.83
Q3 2022	7,272	$1,193	$172.21	$151.58 - $189.11
Q2 2022	7,011	$1,253	$197.29	$164.98 - $221.91
Q1 2022	7,905	$1,761	$195.46	$167.60 - $214.37
Q4 2021	8,754	$1,810	$186.69	$173.30 - $200.95
Q3 2021	9,694	$1,861	$192.08	$172.62 - $206.58
Q2 2021	10,674	$2,323	$211.85	$188.71 - $226.53
Q1 2021	11,499	$2,666	$189.09	$163.90 - $217.37
Q4 2020	14,848	$2,703	$153.98	$129.92 - $167.14
Q3 2020	13,867	$2,068	$126.81	$112.24 - $141.22
Q2 2020	14,017	$1,773	$106.19	$89.90 - $125.54
Q1 2020	14,117	$1,638	$113.38	$77.78 - $132.89
Q4 2019	14,939	$2,206	$123.01	$102.69 - $131.46
Q3 2019	14,939	$1,887	$111.09	$97.87 - $122.22
Q2 2019	14,939	$2,036	$114.70	$103.20 - $125.83
Q1 2019	15,739	$2,132	$114.61	$103.38 - $123.15
Q4 2018	15,914	$2,022	$111.50	$96.19 - $135.93
Q3 2018	16,097	$2,455	$120.51	$110.40 - $134.53
Q2 2018	16,339	$2,217	$126.53	$112.48 - $137.00
Q1 2018	16,339	$2,408	$133.07	$120.49 - $146.01
Q4 2017	16,361	$2,578	$116.31	$103.45 - $133.20
Q3 2017	16,742	$2,088	$96.02	$87.71 - $104.79
Q2 2017	21,067	$2,264	$84.05	$74.79 - $89.64
Q1 2017	21,417	$1,987	$77.69	$74.24 - $81.74
Q4 2016	21,692	$2,012	$73.74	$65.47 - $79.39
Q3 2016	21,792	$1,934	$66.01	$58.78 - $71.89
Q2 2016	21,967	$1,665	$59.82	$55.25 - $64.10
Q1 2016	21,967	$1,681	$53.06	$44.66 - $61.22
Q4 2015	21,967	$1,493	$54.58	$48.84 - $59.43
Q3 2015	26,467	$1,730	$59.11	$48.76 - $65.71
Q2 2015	27,910	$2,367	$65.86	$60.39 - $68.73
Q1 2015	27,910	$2,234	$63.13	$59.48 - $69.69
Q4 2014	28,110	$2,573	$73.34	$66.42 - $80.82
Q3 2014	28,205	$2,793	$79.29	$73.57 - $83.32
Q2 2014	28,905	$3,141	$78.02	$73.19 - $81.73
Q1 2014	29,125	$2,894	$69.69	$63.53 - $74.44
Q4 2013	29,225	$2,654	$62.67	$60.17 - $67.37
Q3 2013	29,225	$2,437	$61.64	$58.99 - $64.50
Q2 2013	30,625	$2,526	$61.55	$57.61 - $65.73