CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

KCM INVESTMENT ADVISORS LLC's Holding History (CIK: 0001109228)

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

Q4 2025

Shares 49,619 Value ($000) $28,425 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 50,176 Value ($000) $23,941 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 51,441 Value ($000) $19,970 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 52,222 Value ($000) $17,223 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 53,808 Value ($000) $19,519 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 54,005 Value ($000) $21,122 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 54,514 Value ($000) $18,159 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 55,188 Value ($000) $20,222 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 55,645 Value ($000) $16,453 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 58,402 Value ($000) $15,944 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 59,386 Value ($000) $14,612 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 59,874 Value ($000) $13,701 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 60,091 Value ($000) $14 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 61,332 Value ($000) $10,063 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 62,779 Value ($000) $11,222 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 61,982 Value ($000) $13,811 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 60,217 Value ($000) $12,449 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 53,807 Value ($000) $10,329 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 40,485 Value ($000) $8,811 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 33,307 Value ($000) $7,723 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 30,048 Value ($000) $5,469 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 29,305 Value ($000) $4,371 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 28,804 Value ($000) $3,644 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 29,342 Value ($000) $3,405 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 30,253 Value ($000) $4,468 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 34,026 Value ($000) $4,298 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 35,779 Value ($000) $4,876 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 36,607 Value ($000) $4,960 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 31,674 Value ($000) $4,025 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 30,562 Value ($000) $4,660 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 30,555 Value ($000) $4,145 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 30,584 Value ($000) $4,507 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 30,478 Value ($000) $4,803 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 30,558 Value ($000) $3,811 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 30,871 Value ($000) $3,317 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 31,805 Value ($000) $2,950 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 31,803 Value ($000) $2,949 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 31,843 Value ($000) $2,827 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 32,083 Value ($000) $2,432 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 32,290 Value ($000) $2,471 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 31,510 Value ($000) $2,141 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 31,503 Value ($000) $2,059 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 30,773 Value ($000) $2,610 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 21,342 Value ($000) $1,708 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 21,278 Value ($000) $1,948 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 21,251 Value ($000) $2,105 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 21,168 Value ($000) $2,300 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 18,628 Value ($000) $1,851 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 18,623 Value ($000) $1,691 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 51,579 Value ($000) $4,302 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 58,536 Value ($000) $4,829 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	49,619	$28,425	$555.50	$469.79 - $627.50
Q3 2025	50,176	$23,941	$425.39	$381.75 - $483.95
Q2 2025	51,441	$19,970	$330.84	$264.29 - $386.62
Q1 2025	52,222	$17,223	$351.95	$315.09 - $404.98
Q4 2024	53,808	$19,519	$381.74	$351.93 - $412.27
Q3 2024	54,005	$21,122	$338.69	$301.40 - $389.91
Q2 2024	54,514	$18,159	$338.69	$308.78 - $372.10
Q1 2024	55,188	$20,222	$311.07	$268.51 - $357.70
Q4 2023	55,645	$16,453	$251.22	$216.95 - $290.10
Q3 2023	58,402	$15,944	$261.47	$229.25 - $283.47
Q2 2023	59,386	$14,612	$213.76	$195.84 - $240.81
Q1 2023	59,874	$13,701	$230.59	$201.84 - $253.98
Q4 2022	60,091	$14	$206.59	$156.72 - $232.83
Q3 2022	61,332	$10,063	$172.21	$151.58 - $189.11
Q2 2022	62,779	$11,222	$197.29	$164.98 - $221.91
Q1 2022	61,982	$13,811	$195.46	$167.60 - $214.37
Q4 2021	60,217	$12,449	$186.69	$173.30 - $200.95
Q3 2021	53,807	$10,329	$192.08	$172.62 - $206.58
Q2 2021	40,485	$8,811	$211.85	$188.71 - $226.53
Q1 2021	33,307	$7,723	$189.09	$163.90 - $217.37
Q4 2020	30,048	$5,469	$153.98	$129.92 - $167.14
Q3 2020	29,305	$4,371	$126.81	$112.24 - $141.22
Q2 2020	28,804	$3,644	$106.19	$89.90 - $125.54
Q1 2020	29,342	$3,405	$113.38	$77.78 - $132.89
Q4 2019	30,253	$4,468	$123.01	$102.69 - $131.46
Q3 2019	34,026	$4,298	$111.09	$97.87 - $122.22
Q2 2019	35,779	$4,876	$114.70	$103.20 - $125.83
Q1 2019	36,607	$4,960	$114.61	$103.38 - $123.15
Q4 2018	31,674	$4,025	$111.50	$96.19 - $135.93
Q3 2018	30,562	$4,660	$120.51	$110.40 - $134.53
Q2 2018	30,555	$4,145	$126.53	$112.48 - $137.00
Q1 2018	30,584	$4,507	$133.07	$120.49 - $146.01
Q4 2017	30,478	$4,803	$116.31	$103.45 - $133.20
Q3 2017	30,558	$3,811	$96.02	$87.71 - $104.79
Q2 2017	30,871	$3,317	$84.05	$74.79 - $89.64
Q1 2017	31,805	$2,950	$77.69	$74.24 - $81.74
Q4 2016	31,803	$2,949	$73.74	$65.47 - $79.39
Q3 2016	31,843	$2,827	$66.01	$58.78 - $71.89
Q2 2016	32,083	$2,432	$59.82	$55.25 - $64.10
Q1 2016	32,290	$2,471	$53.06	$44.66 - $61.22
Q4 2015	31,510	$2,141	$54.58	$48.84 - $59.43
Q3 2015	31,503	$2,059	$59.11	$48.76 - $65.71
Q2 2015	30,773	$2,610	$65.86	$60.39 - $68.73
Q1 2015	21,342	$1,708	$63.13	$59.48 - $69.69
Q4 2014	21,278	$1,948	$73.34	$66.42 - $80.82
Q3 2014	21,251	$2,105	$79.29	$73.57 - $83.32
Q2 2014	21,168	$2,300	$78.02	$73.19 - $81.73
Q1 2014	18,628	$1,851	$69.69	$63.53 - $74.44
Q4 2013	18,623	$1,691	$62.67	$60.17 - $67.37
Q3 2013	51,579	$4,302	$61.64	$58.99 - $64.50
Q2 2013	58,536	$4,829	$61.55	$57.61 - $65.73