CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MONETA GROUP INVESTMENT ADVISORS LLC's Holding History (CIK: 0001120927)

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

Q4 2025

Shares 10,954 Value ($000) $6,275 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 11,835 Value ($000) $5,647 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 11,099 Value ($000) $4,309 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 10,943 Value ($000) $3,609 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 11,071 Value ($000) $4,016 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 11,244 Value ($000) $4,398 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 11,173 Value ($000) $3,722 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 10,543 Value ($000) $3,863 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 8,614 Value ($000) $2,547 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 8,935 Value ($000) $2,439 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 8,908 Value ($000) $2,192 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 9,217 Value ($000) $2,109 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 8,984 Value ($000) $2,267 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 7,484 Value ($000) $1,228 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 9,695 Value ($000) $1,733 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 9,155 Value ($000) $2,040 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 6,912 Value ($000) $1,429 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 7,084 Value ($000) $1,360 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 5,509 Value ($000) $1,199 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 4,865 Value ($000) $1,128 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 3,093 Value ($000) $563 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 3,238 Value ($000) $483 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 4,182 Value ($000) $529 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 3,671 Value ($000) $426 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 2,858 Value ($000) $422 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 2,676 Value ($000) $338 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 2,524 Value ($000) $344 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 5,366 Value ($000) $727 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 2,385 Value ($000) $303 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 3,696 Value ($000) $564 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 5,052 Value ($000) $685 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 2,625 Value ($000) $387 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 1,600 Value ($000) $252 Avg Close $116.31 Range $103.45 - $133.20

Q3 2015

Shares 940 Value ($000) $61 Avg Close $59.11 Range $48.76 - $65.71

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,954	$6,275	$555.50	$469.79 - $627.50
Q3 2025	11,835	$5,647	$425.39	$381.75 - $483.95
Q2 2025	11,099	$4,309	$330.84	$264.29 - $386.62
Q1 2025	10,943	$3,609	$351.95	$315.09 - $404.98
Q4 2024	11,071	$4,016	$381.74	$351.93 - $412.27
Q3 2024	11,244	$4,398	$338.69	$301.40 - $389.91
Q2 2024	11,173	$3,722	$338.69	$308.78 - $372.10
Q1 2024	10,543	$3,863	$311.07	$268.51 - $357.70
Q4 2023	8,614	$2,547	$251.22	$216.95 - $290.10
Q3 2023	8,935	$2,439	$261.47	$229.25 - $283.47
Q2 2023	8,908	$2,192	$213.76	$195.84 - $240.81
Q1 2023	9,217	$2,109	$230.59	$201.84 - $253.98
Q4 2022	8,984	$2,267	$206.59	$156.72 - $232.83
Q3 2022	7,484	$1,228	$172.21	$151.58 - $189.11
Q2 2022	9,695	$1,733	$197.29	$164.98 - $221.91
Q1 2022	9,155	$2,040	$195.46	$167.60 - $214.37
Q4 2021	6,912	$1,429	$186.69	$173.30 - $200.95
Q3 2021	7,084	$1,360	$192.08	$172.62 - $206.58
Q2 2021	5,509	$1,199	$211.85	$188.71 - $226.53
Q1 2021	4,865	$1,128	$189.09	$163.90 - $217.37
Q4 2020	3,093	$563	$153.98	$129.92 - $167.14
Q3 2020	3,238	$483	$126.81	$112.24 - $141.22
Q2 2020	4,182	$529	$106.19	$89.90 - $125.54
Q1 2020	3,671	$426	$113.38	$77.78 - $132.89
Q4 2019	2,858	$422	$123.01	$102.69 - $131.46
Q3 2019	2,676	$338	$111.09	$97.87 - $122.22
Q2 2019	2,524	$344	$114.70	$103.20 - $125.83
Q1 2019	5,366	$727	$114.61	$103.38 - $123.15
Q4 2018	2,385	$303	$111.50	$96.19 - $135.93
Q3 2018	3,696	$564	$120.51	$110.40 - $134.53
Q2 2018	5,052	$685	$126.53	$112.48 - $137.00
Q1 2018	2,625	$387	$133.07	$120.49 - $146.01
Q4 2017	1,600	$252	$116.31	$103.45 - $133.20
Q3 2015	940	$61	$59.11	$48.76 - $65.71