CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

OXFORD FINANCIAL GROUP LTD's Holding History (CIK: 0001245862)

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

Q4 2025
Shares 745 Value ($000) $427 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 707 Value ($000) $337 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 706 Value ($000) $274 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 914 Value ($000) $301 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,050 Value ($000) $381 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,668 Value ($000) $652 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,398 Value ($000) $799 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,657 Value ($000) $607 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,060 Value ($000) $313 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 939 Value ($000) $256 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,471 Value ($000) $362 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,143 Value ($000) $261 Avg Close $230.59 Range $201.84 - $253.98
Q1 2021
Shares 864 Value ($000) $200 Avg Close $189.09 Range $163.90 - $217.37