CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SIGMA INVESTMENT COUNSELORS INC's Holding History (CIK: 0001085163)

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

Q4 2025

Shares 21,850 Value ($000) $12,517 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 25,294 Value ($000) $12,069 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 25,401 Value ($000) $9,861 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 24,056 Value ($000) $7,934 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 25,552 Value ($000) $9,269 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 26,503 Value ($000) $10,366 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 26,502 Value ($000) $8,828 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 26,015 Value ($000) $9,533 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 25,991 Value ($000) $7,685 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 25,981 Value ($000) $7,093 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 26,661 Value ($000) $6,560 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 26,374 Value ($000) $6,035 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 26,500 Value ($000) $6,348 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 27,474 Value ($000) $4,508 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 28,019 Value ($000) $5,009 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 27,679 Value ($000) $6,167 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 27,649 Value ($000) $5,716 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 27,947 Value ($000) $5,365 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 26,699 Value ($000) $5,811 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 26,599 Value ($000) $6,167 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 27,159 Value ($000) $4,943 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 14,141 Value ($000) $2,109 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 28,022 Value ($000) $3,545 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 27,522 Value ($000) $3,194 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 27,660 Value ($000) $4,085 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 27,740 Value ($000) $3,504 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 26,152 Value ($000) $3,564 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 25,988 Value ($000) $3,521 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 26,528 Value ($000) $3,371 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 25,931 Value ($000) $3,954 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 25,915 Value ($000) $3,516 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 26,102 Value ($000) $3,847 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 29,342 Value ($000) $4,624 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 29,472 Value ($000) $3,675 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 29,560 Value ($000) $3,177 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 29,538 Value ($000) $2,740 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 31,701 Value ($000) $2,940 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 30,588 Value ($000) $2,715 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 30,448 Value ($000) $2,308 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 30,632 Value ($000) $2,345 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 29,571 Value ($000) $2,010 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 30,551 Value ($000) $1,997 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 30,362 Value ($000) $2,575 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 30,671 Value ($000) $2,455 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 28,100 Value ($000) $2,572 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 26,989 Value ($000) $2,673 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 27,149 Value ($000) $2,950 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 28,604 Value ($000) $2,842 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 28,694 Value ($000) $2,606 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 28,114 Value ($000) $2,345 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 26,603 Value ($000) $2,194 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,850	$12,517	$555.50	$469.79 - $627.50
Q3 2025	25,294	$12,069	$425.39	$381.75 - $483.95
Q2 2025	25,401	$9,861	$330.84	$264.29 - $386.62
Q1 2025	24,056	$7,934	$351.95	$315.09 - $404.98
Q4 2024	25,552	$9,269	$381.74	$351.93 - $412.27
Q3 2024	26,503	$10,366	$338.69	$301.40 - $389.91
Q2 2024	26,502	$8,828	$338.69	$308.78 - $372.10
Q1 2024	26,015	$9,533	$311.07	$268.51 - $357.70
Q4 2023	25,991	$7,685	$251.22	$216.95 - $290.10
Q3 2023	25,981	$7,093	$261.47	$229.25 - $283.47
Q2 2023	26,661	$6,560	$213.76	$195.84 - $240.81
Q1 2023	26,374	$6,035	$230.59	$201.84 - $253.98
Q4 2022	26,500	$6,348	$206.59	$156.72 - $232.83
Q3 2022	27,474	$4,508	$172.21	$151.58 - $189.11
Q2 2022	28,019	$5,009	$197.29	$164.98 - $221.91
Q1 2022	27,679	$6,167	$195.46	$167.60 - $214.37
Q4 2021	27,649	$5,716	$186.69	$173.30 - $200.95
Q3 2021	27,947	$5,365	$192.08	$172.62 - $206.58
Q2 2021	26,699	$5,811	$211.85	$188.71 - $226.53
Q1 2021	26,599	$6,167	$189.09	$163.90 - $217.37
Q4 2020	27,159	$4,943	$153.98	$129.92 - $167.14
Q3 2020	14,141	$2,109	$126.81	$112.24 - $141.22
Q2 2020	28,022	$3,545	$106.19	$89.90 - $125.54
Q1 2020	27,522	$3,194	$113.38	$77.78 - $132.89
Q4 2019	27,660	$4,085	$123.01	$102.69 - $131.46
Q3 2019	27,740	$3,504	$111.09	$97.87 - $122.22
Q2 2019	26,152	$3,564	$114.70	$103.20 - $125.83
Q1 2019	25,988	$3,521	$114.61	$103.38 - $123.15
Q4 2018	26,528	$3,371	$111.50	$96.19 - $135.93
Q3 2018	25,931	$3,954	$120.51	$110.40 - $134.53
Q2 2018	25,915	$3,516	$126.53	$112.48 - $137.00
Q1 2018	26,102	$3,847	$133.07	$120.49 - $146.01
Q4 2017	29,342	$4,624	$116.31	$103.45 - $133.20
Q3 2017	29,472	$3,675	$96.02	$87.71 - $104.79
Q2 2017	29,560	$3,177	$84.05	$74.79 - $89.64
Q1 2017	29,538	$2,740	$77.69	$74.24 - $81.74
Q4 2016	31,701	$2,940	$73.74	$65.47 - $79.39
Q3 2016	30,588	$2,715	$66.01	$58.78 - $71.89
Q2 2016	30,448	$2,308	$59.82	$55.25 - $64.10
Q1 2016	30,632	$2,345	$53.06	$44.66 - $61.22
Q4 2015	29,571	$2,010	$54.58	$48.84 - $59.43
Q3 2015	30,551	$1,997	$59.11	$48.76 - $65.71
Q2 2015	30,362	$2,575	$65.86	$60.39 - $68.73
Q1 2015	30,671	$2,455	$63.13	$59.48 - $69.69
Q4 2014	28,100	$2,572	$73.34	$66.42 - $80.82
Q3 2014	26,989	$2,673	$79.29	$73.57 - $83.32
Q2 2014	27,149	$2,950	$78.02	$73.19 - $81.73
Q1 2014	28,604	$2,842	$69.69	$63.53 - $74.44
Q4 2013	28,694	$2,606	$62.67	$60.17 - $67.37
Q3 2013	28,114	$2,345	$61.64	$58.99 - $64.50
Q2 2013	26,603	$2,194	$61.55	$57.61 - $65.73