CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

WBH ADVISORY INC's Holding History (CIK: 0001259671)

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

Q4 2025

Shares 4,953 Value ($000) $2,838 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,981 Value ($000) $2,377 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,981 Value ($000) $1,934 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 5,031 Value ($000) $1,659 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,421 Value ($000) $1,967 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,493 Value ($000) $2,148 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 5,722 Value ($000) $1,906 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,684 Value ($000) $2,083 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,688 Value ($000) $1,682 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,841 Value ($000) $1,594 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,150 Value ($000) $1,513 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,305 Value ($000) $1,443 Avg Close $230.59 Range $201.84 - $253.98

Q3 2022

Shares 6,219 Value ($000) $1,020 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 6,266 Value ($000) $1,097 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 6,549 Value ($000) $1,391 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 6,949 Value ($000) $1,437 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 7,036 Value ($000) $1,351 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 7,033 Value ($000) $1,484 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 7,080 Value ($000) $1,642 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 7,186 Value ($000) $1,382 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 6,834 Value ($000) $1,019 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 6,996 Value ($000) $885 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 7,602 Value ($000) $882 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 8,583 Value ($000) $1,267 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 8,632 Value ($000) $1,090 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 8,572 Value ($000) $1,168 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 8,614 Value ($000) $1,167 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 8,577 Value ($000) $1,089 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 9,070 Value ($000) $1,383 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 8,673 Value ($000) $1,176 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 8,368 Value ($000) $1,233 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 8,600 Value ($000) $1,355 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 8,528 Value ($000) $1,063 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 8,521 Value ($000) $915 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 8,614 Value ($000) $799 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 8,605 Value ($000) $798 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 8,937 Value ($000) $793 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 8,728 Value ($000) $661 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 8,788 Value ($000) $672 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 8,877 Value ($000) $603 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 16,152 Value ($000) $1,055 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 15,970 Value ($000) $1,354 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 16,713 Value ($000) $1,337 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 17,539 Value ($000) $1,605 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 18,512 Value ($000) $1,833 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 18,777 Value ($000) $2,040 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 18,968 Value ($000) $1,884 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 19,519 Value ($000) $1,772 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 20,124 Value ($000) $1,678 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 20,463 Value ($000) $1,688 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,953	$2,838	$555.50	$469.79 - $627.50
Q3 2025	4,981	$2,377	$425.39	$381.75 - $483.95
Q2 2025	4,981	$1,934	$330.84	$264.29 - $386.62
Q1 2025	5,031	$1,659	$351.95	$315.09 - $404.98
Q4 2024	5,421	$1,967	$381.74	$351.93 - $412.27
Q3 2024	5,493	$2,148	$338.69	$301.40 - $389.91
Q2 2024	5,722	$1,906	$338.69	$308.78 - $372.10
Q1 2024	5,684	$2,083	$311.07	$268.51 - $357.70
Q4 2023	5,688	$1,682	$251.22	$216.95 - $290.10
Q3 2023	5,841	$1,594	$261.47	$229.25 - $283.47
Q2 2023	6,150	$1,513	$213.76	$195.84 - $240.81
Q1 2023	6,305	$1,443	$230.59	$201.84 - $253.98
Q3 2022	6,219	$1,020	$172.21	$151.58 - $189.11
Q2 2022	6,266	$1,097	$197.29	$164.98 - $221.91
Q1 2022	6,549	$1,391	$195.46	$167.60 - $214.37
Q4 2021	6,949	$1,437	$186.69	$173.30 - $200.95
Q3 2021	7,036	$1,351	$192.08	$172.62 - $206.58
Q2 2021	7,033	$1,484	$211.85	$188.71 - $226.53
Q1 2021	7,080	$1,642	$189.09	$163.90 - $217.37
Q4 2020	7,186	$1,382	$153.98	$129.92 - $167.14
Q3 2020	6,834	$1,019	$126.81	$112.24 - $141.22
Q2 2020	6,996	$885	$106.19	$89.90 - $125.54
Q1 2020	7,602	$882	$113.38	$77.78 - $132.89
Q4 2019	8,583	$1,267	$123.01	$102.69 - $131.46
Q3 2019	8,632	$1,090	$111.09	$97.87 - $122.22
Q2 2019	8,572	$1,168	$114.70	$103.20 - $125.83
Q1 2019	8,614	$1,167	$114.61	$103.38 - $123.15
Q4 2018	8,577	$1,089	$111.50	$96.19 - $135.93
Q3 2018	9,070	$1,383	$120.51	$110.40 - $134.53
Q2 2018	8,673	$1,176	$126.53	$112.48 - $137.00
Q1 2018	8,368	$1,233	$133.07	$120.49 - $146.01
Q4 2017	8,600	$1,355	$116.31	$103.45 - $133.20
Q3 2017	8,528	$1,063	$96.02	$87.71 - $104.79
Q2 2017	8,521	$915	$84.05	$74.79 - $89.64
Q1 2017	8,614	$799	$77.69	$74.24 - $81.74
Q4 2016	8,605	$798	$73.74	$65.47 - $79.39
Q3 2016	8,937	$793	$66.01	$58.78 - $71.89
Q2 2016	8,728	$661	$59.82	$55.25 - $64.10
Q1 2016	8,788	$672	$53.06	$44.66 - $61.22
Q4 2015	8,877	$603	$54.58	$48.84 - $59.43
Q3 2015	16,152	$1,055	$59.11	$48.76 - $65.71
Q2 2015	15,970	$1,354	$65.86	$60.39 - $68.73
Q1 2015	16,713	$1,337	$63.13	$59.48 - $69.69
Q4 2014	17,539	$1,605	$73.34	$66.42 - $80.82
Q3 2014	18,512	$1,833	$79.29	$73.57 - $83.32
Q2 2014	18,777	$2,040	$78.02	$73.19 - $81.73
Q1 2014	18,968	$1,884	$69.69	$63.53 - $74.44
Q4 2013	19,519	$1,772	$62.67	$60.17 - $67.37
Q3 2013	20,124	$1,678	$61.64	$58.99 - $64.50
Q2 2013	20,463	$1,688	$61.55	$57.61 - $65.73