CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MONTGOMERY INVESTMENT MANAGEMENT INC's Holding History (CIK: 0001272544)

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

Q4 2025

Shares 14,327 Value ($000) $8,207 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 14,363 Value ($000) $6,853 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 14,373 Value ($000) $5,580 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 14,373 Value ($000) $4,740 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 14,373 Value ($000) $5,214 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 15,480 Value ($000) $6,054 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 15,480 Value ($000) $5,156 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 15,480 Value ($000) $5,672 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 17,480 Value ($000) $5,168 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 17,604 Value ($000) $4,806 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 17,704 Value ($000) $4,356 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 17,854 Value ($000) $4,086 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 17,854 Value ($000) $4,277 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 17,894 Value ($000) $2,936 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 17,959 Value ($000) $3,210 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 18,051 Value ($000) $4,023 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 18,271 Value ($000) $3,778 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 18,521 Value ($000) $3,555 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 18,251 Value ($000) $3,972 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 19,023 Value ($000) $4,411 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 19,073 Value ($000) $3,471 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 19,073 Value ($000) $2,845 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 19,643 Value ($000) $2,485 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 19,843 Value ($000) $2,303 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 19,843 Value ($000) $2,930 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 20,218 Value ($000) $2,554 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 20,398 Value ($000) $2,780 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 21,603 Value ($000) $2,927 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 21,710 Value ($000) $2,759 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 22,262 Value ($000) $3,395 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 20,878 Value ($000) $2,832 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 20,953 Value ($000) $3,088 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 20,953 Value ($000) $3,302 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 21,123 Value ($000) $2,634 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 21,608 Value ($000) $2,322 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 23,613 Value ($000) $2,191 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 23,901 Value ($000) $2,216 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 24,263 Value ($000) $2,154 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 24,578 Value ($000) $1,864 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 18,557 Value ($000) $1,420 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 19,107 Value ($000) $1,299 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 19,107 Value ($000) $1,249 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 19,107 Value ($000) $1,621 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 18,800 Value ($000) $1,505 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 17,250 Value ($000) $1,579 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 16,570 Value ($000) $1,641 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 15,570 Value ($000) $1,692 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 16,040 Value ($000) $1,594 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 16,540 Value ($000) $1,502 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 32,211 Value ($000) $2,686 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 33,391 Value ($000) $2,754 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	14,327	$8,207	$555.50	$469.79 - $627.50
Q3 2025	14,363	$6,853	$425.39	$381.75 - $483.95
Q2 2025	14,373	$5,580	$330.84	$264.29 - $386.62
Q1 2025	14,373	$4,740	$351.95	$315.09 - $404.98
Q4 2024	14,373	$5,214	$381.74	$351.93 - $412.27
Q3 2024	15,480	$6,054	$338.69	$301.40 - $389.91
Q2 2024	15,480	$5,156	$338.69	$308.78 - $372.10
Q1 2024	15,480	$5,672	$311.07	$268.51 - $357.70
Q4 2023	17,480	$5,168	$251.22	$216.95 - $290.10
Q3 2023	17,604	$4,806	$261.47	$229.25 - $283.47
Q2 2023	17,704	$4,356	$213.76	$195.84 - $240.81
Q1 2023	17,854	$4,086	$230.59	$201.84 - $253.98
Q4 2022	17,854	$4,277	$206.59	$156.72 - $232.83
Q3 2022	17,894	$2,936	$172.21	$151.58 - $189.11
Q2 2022	17,959	$3,210	$197.29	$164.98 - $221.91
Q1 2022	18,051	$4,023	$195.46	$167.60 - $214.37
Q4 2021	18,271	$3,778	$186.69	$173.30 - $200.95
Q3 2021	18,521	$3,555	$192.08	$172.62 - $206.58
Q2 2021	18,251	$3,972	$211.85	$188.71 - $226.53
Q1 2021	19,023	$4,411	$189.09	$163.90 - $217.37
Q4 2020	19,073	$3,471	$153.98	$129.92 - $167.14
Q3 2020	19,073	$2,845	$126.81	$112.24 - $141.22
Q2 2020	19,643	$2,485	$106.19	$89.90 - $125.54
Q1 2020	19,843	$2,303	$113.38	$77.78 - $132.89
Q4 2019	19,843	$2,930	$123.01	$102.69 - $131.46
Q3 2019	20,218	$2,554	$111.09	$97.87 - $122.22
Q2 2019	20,398	$2,780	$114.70	$103.20 - $125.83
Q1 2019	21,603	$2,927	$114.61	$103.38 - $123.15
Q4 2018	21,710	$2,759	$111.50	$96.19 - $135.93
Q3 2018	22,262	$3,395	$120.51	$110.40 - $134.53
Q2 2018	20,878	$2,832	$126.53	$112.48 - $137.00
Q1 2018	20,953	$3,088	$133.07	$120.49 - $146.01
Q4 2017	20,953	$3,302	$116.31	$103.45 - $133.20
Q3 2017	21,123	$2,634	$96.02	$87.71 - $104.79
Q2 2017	21,608	$2,322	$84.05	$74.79 - $89.64
Q1 2017	23,613	$2,191	$77.69	$74.24 - $81.74
Q4 2016	23,901	$2,216	$73.74	$65.47 - $79.39
Q3 2016	24,263	$2,154	$66.01	$58.78 - $71.89
Q2 2016	24,578	$1,864	$59.82	$55.25 - $64.10
Q1 2016	18,557	$1,420	$53.06	$44.66 - $61.22
Q4 2015	19,107	$1,299	$54.58	$48.84 - $59.43
Q3 2015	19,107	$1,249	$59.11	$48.76 - $65.71
Q2 2015	19,107	$1,621	$65.86	$60.39 - $68.73
Q1 2015	18,800	$1,505	$63.13	$59.48 - $69.69
Q4 2014	17,250	$1,579	$73.34	$66.42 - $80.82
Q3 2014	16,570	$1,641	$79.29	$73.57 - $83.32
Q2 2014	15,570	$1,692	$78.02	$73.19 - $81.73
Q1 2014	16,040	$1,594	$69.69	$63.53 - $74.44
Q4 2013	16,540	$1,502	$62.67	$60.17 - $67.37
Q3 2013	32,211	$2,686	$61.64	$58.99 - $64.50
Q2 2013	33,391	$2,754	$61.55	$57.61 - $65.73