CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BRADLEY FOSTER & SARGENT INC/CT's Holding History (CIK: 0001015086)

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

Q4 2025

Shares 107,186 Value ($000) $61,404 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 107,732 Value ($000) $51,404 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 108,851 Value ($000) $42,257 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 109,627 Value ($000) $36,155 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 108,425 Value ($000) $39,332 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 108,506 Value ($000) $42,439 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 109,310 Value ($000) $36,411 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 111,663 Value ($000) $40,917 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 115,205 Value ($000) $34,063 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 114,494 Value ($000) $28,171 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 114,494 Value ($000) $28,171 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 113,989 Value ($000) $26,085 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 110,860 Value ($000) $26,558 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 108,033 Value ($000) $17,726 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 108,558 Value ($000) $19,406 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 108,297 Value ($000) $24,131 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 107,196 Value ($000) $22,162 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 104,765 Value ($000) $20,112 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 102,775 Value ($000) $22,367 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 101,757 Value ($000) $23,594 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 105,534 Value ($000) $19,209 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 102,474 Value ($000) $15,284 Avg Close $126.81 Range $112.24 - $141.22

Q1 2020

Shares 121,624 Value ($000) $14,113 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 119,117 Value ($000) $17,591 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 118,976 Value ($000) $15,028 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 116,929 Value ($000) $15,936 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 120,595 Value ($000) $16,339 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 116,144 Value ($000) $14,758 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 118,427 Value ($000) $18,059 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 116,680 Value ($000) $15,830 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 110,550 Value ($000) $16,293 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 117,957 Value ($000) $18,588 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 122,235 Value ($000) $15,244 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 126,113 Value ($000) $13,552 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 129,644 Value ($000) $12,026 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 139,695 Value ($000) $12,955 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 135,721 Value ($000) $12,048 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 117,941 Value ($000) $8,941 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 115,088 Value ($000) $8,809 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 116,957 Value ($000) $7,948 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 131,675 Value ($000) $8,606 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 111,905 Value ($000) $9,492 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 115,139 Value ($000) $9,215 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 124,261 Value ($000) $11,374 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 127,555 Value ($000) $12,632 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 129,117 Value ($000) $14,031 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 131,770 Value ($000) $13,094 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 128,442 Value ($000) $11,664 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 121,012 Value ($000) $10,092 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 122,583 Value ($000) $10,112 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	107,186	$61,404	$555.50	$469.79 - $627.50
Q3 2025	107,732	$51,404	$425.39	$381.75 - $483.95
Q2 2025	108,851	$42,257	$330.84	$264.29 - $386.62
Q1 2025	109,627	$36,155	$351.95	$315.09 - $404.98
Q4 2024	108,425	$39,332	$381.74	$351.93 - $412.27
Q3 2024	108,506	$42,439	$338.69	$301.40 - $389.91
Q2 2024	109,310	$36,411	$338.69	$308.78 - $372.10
Q1 2024	111,663	$40,917	$311.07	$268.51 - $357.70
Q4 2023	115,205	$34,063	$251.22	$216.95 - $290.10
Q3 2023	114,494	$28,171	$261.47	$229.25 - $283.47
Q2 2023	114,494	$28,171	$213.76	$195.84 - $240.81
Q1 2023	113,989	$26,085	$230.59	$201.84 - $253.98
Q4 2022	110,860	$26,558	$206.59	$156.72 - $232.83
Q3 2022	108,033	$17,726	$172.21	$151.58 - $189.11
Q2 2022	108,558	$19,406	$197.29	$164.98 - $221.91
Q1 2022	108,297	$24,131	$195.46	$167.60 - $214.37
Q4 2021	107,196	$22,162	$186.69	$173.30 - $200.95
Q3 2021	104,765	$20,112	$192.08	$172.62 - $206.58
Q2 2021	102,775	$22,367	$211.85	$188.71 - $226.53
Q1 2021	101,757	$23,594	$189.09	$163.90 - $217.37
Q4 2020	105,534	$19,209	$153.98	$129.92 - $167.14
Q3 2020	102,474	$15,284	$126.81	$112.24 - $141.22
Q1 2020	121,624	$14,113	$113.38	$77.78 - $132.89
Q4 2019	119,117	$17,591	$123.01	$102.69 - $131.46
Q3 2019	118,976	$15,028	$111.09	$97.87 - $122.22
Q2 2019	116,929	$15,936	$114.70	$103.20 - $125.83
Q1 2019	120,595	$16,339	$114.61	$103.38 - $123.15
Q4 2018	116,144	$14,758	$111.50	$96.19 - $135.93
Q3 2018	118,427	$18,059	$120.51	$110.40 - $134.53
Q2 2018	116,680	$15,830	$126.53	$112.48 - $137.00
Q1 2018	110,550	$16,293	$133.07	$120.49 - $146.01
Q4 2017	117,957	$18,588	$116.31	$103.45 - $133.20
Q3 2017	122,235	$15,244	$96.02	$87.71 - $104.79
Q2 2017	126,113	$13,552	$84.05	$74.79 - $89.64
Q1 2017	129,644	$12,026	$77.69	$74.24 - $81.74
Q4 2016	139,695	$12,955	$73.74	$65.47 - $79.39
Q3 2016	135,721	$12,048	$66.01	$58.78 - $71.89
Q2 2016	117,941	$8,941	$59.82	$55.25 - $64.10
Q1 2016	115,088	$8,809	$53.06	$44.66 - $61.22
Q4 2015	116,957	$7,948	$54.58	$48.84 - $59.43
Q3 2015	131,675	$8,606	$59.11	$48.76 - $65.71
Q2 2015	111,905	$9,492	$65.86	$60.39 - $68.73
Q1 2015	115,139	$9,215	$63.13	$59.48 - $69.69
Q4 2014	124,261	$11,374	$73.34	$66.42 - $80.82
Q3 2014	127,555	$12,632	$79.29	$73.57 - $83.32
Q2 2014	129,117	$14,031	$78.02	$73.19 - $81.73
Q1 2014	131,770	$13,094	$69.69	$63.53 - $74.44
Q4 2013	128,442	$11,664	$62.67	$60.17 - $67.37
Q3 2013	121,012	$10,092	$61.64	$58.99 - $64.50
Q2 2013	122,583	$10,112	$61.55	$57.61 - $65.73