CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

INVESTMENT PARTNERS, LTD.'s Holding History (CIK: 0001050068)

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

Q4 2025

Shares 3,428 Value ($000) $1,964 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,639 Value ($000) $1,737 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 3,669 Value ($000) $1,424 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 3,685 Value ($000) $1,215 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 3,425 Value ($000) $1,242 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,422 Value ($000) $1,338 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 3,443 Value ($000) $1,147 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,648 Value ($000) $1,337 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,644 Value ($000) $1,077 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 3,651 Value ($000) $997 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 3,915 Value ($000) $963 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 4,792 Value ($000) $1,097 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 4,785 Value ($000) $1,146 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 9,254 Value ($000) $1,518 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 4,770 Value ($000) $853 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,764 Value ($000) $1,061 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,756 Value ($000) $983 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,399 Value ($000) $845 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 4,393 Value ($000) $956 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 5,134 Value ($000) $1,190 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 5,127 Value ($000) $933 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 5,320 Value ($000) $793 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 7,139 Value ($000) $903 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 7,293 Value ($000) $846 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 5,724 Value ($000) $845 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 6,380 Value ($000) $806 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 6,214 Value ($000) $847 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 5,778 Value ($000) $783 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 6,392 Value ($000) $812 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 6,885 Value ($000) $396 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 6,874 Value ($000) $933 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 7,866 Value ($000) $1,159 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 7,415 Value ($000) $1,168 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 7,169 Value ($000) $894 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 7,156 Value ($000) $769 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 6,813 Value ($000) $632 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 6,637 Value ($000) $616 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 11,517 Value ($000) $1,022 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 7,432 Value ($000) $563 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 10,337 Value ($000) $702 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 6,592 Value ($000) $445 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 6,772 Value ($000) $440 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 7,174 Value ($000) $605 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 7,759 Value ($000) $623 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 7,515 Value ($000) $688 Avg Close $73.34 Range $66.42 - $80.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,428	$1,964	$555.50	$469.79 - $627.50
Q3 2025	3,639	$1,737	$425.39	$381.75 - $483.95
Q2 2025	3,669	$1,424	$330.84	$264.29 - $386.62
Q1 2025	3,685	$1,215	$351.95	$315.09 - $404.98
Q4 2024	3,425	$1,242	$381.74	$351.93 - $412.27
Q3 2024	3,422	$1,338	$338.69	$301.40 - $389.91
Q2 2024	3,443	$1,147	$338.69	$308.78 - $372.10
Q1 2024	3,648	$1,337	$311.07	$268.51 - $357.70
Q4 2023	3,644	$1,077	$251.22	$216.95 - $290.10
Q3 2023	3,651	$997	$261.47	$229.25 - $283.47
Q2 2023	3,915	$963	$213.76	$195.84 - $240.81
Q1 2023	4,792	$1,097	$230.59	$201.84 - $253.98
Q4 2022	4,785	$1,146	$206.59	$156.72 - $232.83
Q3 2022	9,254	$1,518	$172.21	$151.58 - $189.11
Q2 2022	4,770	$853	$197.29	$164.98 - $221.91
Q1 2022	4,764	$1,061	$195.46	$167.60 - $214.37
Q4 2021	4,756	$983	$186.69	$173.30 - $200.95
Q3 2021	4,399	$845	$192.08	$172.62 - $206.58
Q2 2021	4,393	$956	$211.85	$188.71 - $226.53
Q1 2021	5,134	$1,190	$189.09	$163.90 - $217.37
Q4 2020	5,127	$933	$153.98	$129.92 - $167.14
Q3 2020	5,320	$793	$126.81	$112.24 - $141.22
Q2 2020	7,139	$903	$106.19	$89.90 - $125.54
Q1 2020	7,293	$846	$113.38	$77.78 - $132.89
Q4 2019	5,724	$845	$123.01	$102.69 - $131.46
Q3 2019	6,380	$806	$111.09	$97.87 - $122.22
Q2 2019	6,214	$847	$114.70	$103.20 - $125.83
Q1 2019	5,778	$783	$114.61	$103.38 - $123.15
Q4 2018	6,392	$812	$111.50	$96.19 - $135.93
Q3 2018	6,885	$396	$120.51	$110.40 - $134.53
Q2 2018	6,874	$933	$126.53	$112.48 - $137.00
Q1 2018	7,866	$1,159	$133.07	$120.49 - $146.01
Q4 2017	7,415	$1,168	$116.31	$103.45 - $133.20
Q3 2017	7,169	$894	$96.02	$87.71 - $104.79
Q2 2017	7,156	$769	$84.05	$74.79 - $89.64
Q1 2017	6,813	$632	$77.69	$74.24 - $81.74
Q4 2016	6,637	$616	$73.74	$65.47 - $79.39
Q3 2016	11,517	$1,022	$66.01	$58.78 - $71.89
Q2 2016	7,432	$563	$59.82	$55.25 - $64.10
Q1 2016	10,337	$702	$53.06	$44.66 - $61.22
Q4 2015	6,592	$445	$54.58	$48.84 - $59.43
Q3 2015	6,772	$440	$59.11	$48.76 - $65.71
Q2 2015	7,174	$605	$65.86	$60.39 - $68.73
Q1 2015	7,759	$623	$63.13	$59.48 - $69.69
Q4 2014	7,515	$688	$73.34	$66.42 - $80.82