CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

EVERGREEN CAPITAL MANAGEMENT LLC's Holding History (CIK: 0001260824)

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

Q4 2025
Shares 7,787 Value ($000) $4,461 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,731 Value ($000) $2,257 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,048 Value ($000) $1,571 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,571 Value ($000) $1,508 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,468 Value ($000) $1,621 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 4,077 Value ($000) $1,595 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,923 Value ($000) $1,307 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,335 Value ($000) $1,222 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,194 Value ($000) $944 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,149 Value ($000) $860 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,554 Value ($000) $628 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,426 Value ($000) $555 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,640 Value ($000) $632 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,521 Value ($000) $414 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,250 Value ($000) $403 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,131 Value ($000) $698 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,915 Value ($000) $603 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,230 Value ($000) $428 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,110 Value ($000) $459 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,866 Value ($000) $433 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,235 Value ($000) $407 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 3,325 Value ($000) $496 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 3,272 Value ($000) $414 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,960 Value ($000) $343 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 3,178 Value ($000) $469 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 3,191 Value ($000) $403 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 3,333 Value ($000) $454 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 3,453 Value ($000) $468 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 3,433 Value ($000) $436 Avg Close $111.50 Range $96.19 - $135.93