CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SUMMITRY LLC's Holding History (CIK: 0001280043)

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

Q4 2025

Shares 22,508 Value ($000) $12,894 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 22,137 Value ($000) $10,563 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 21,160 Value ($000) $8,214 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 19,126 Value ($000) $6,308 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 17,490 Value ($000) $6,345 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 16,988 Value ($000) $6,644 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 17,127 Value ($000) $5,705 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 17,903 Value ($000) $6,560 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 20,181 Value ($000) $5,967 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 19,513 Value ($000) $5,327 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 19,546 Value ($000) $4,809 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 19,176 Value ($000) $4,388 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 18,927 Value ($000) $4,534 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 18,919 Value ($000) $3,104 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 17,165 Value ($000) $3,068 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 18,914 Value ($000) $4,214 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 19,356 Value ($000) $4,002 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 19,197 Value ($000) $3,685 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 19,587 Value ($000) $4,263 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 19,372 Value ($000) $4,492 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 19,433 Value ($000) $3,537 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 19,467 Value ($000) $2,904 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 19,212 Value ($000) $2,430 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 17,751 Value ($000) $2,060 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 16,510 Value ($000) $2,438 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 15,194 Value ($000) $1,919 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 14,193 Value ($000) $1,934 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 13,078 Value ($000) $1,772 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 11,907 Value ($000) $1,513 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 10,767 Value ($000) $1,642 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 10,456 Value ($000) $1,419 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 10,035 Value ($000) $1,479 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 12,825 Value ($000) $2,021 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 12,445 Value ($000) $1,552 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 11,425 Value ($000) $1,228 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 10,855 Value ($000) $1,007 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 10,965 Value ($000) $1,017 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 10,320 Value ($000) $916 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 8,850 Value ($000) $671 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 5,570 Value ($000) $426 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 3,590 Value ($000) $244 Avg Close $54.58 Range $48.84 - $59.43

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,508	$12,894	$555.50	$469.79 - $627.50
Q3 2025	22,137	$10,563	$425.39	$381.75 - $483.95
Q2 2025	21,160	$8,214	$330.84	$264.29 - $386.62
Q1 2025	19,126	$6,308	$351.95	$315.09 - $404.98
Q4 2024	17,490	$6,345	$381.74	$351.93 - $412.27
Q3 2024	16,988	$6,644	$338.69	$301.40 - $389.91
Q2 2024	17,127	$5,705	$338.69	$308.78 - $372.10
Q1 2024	17,903	$6,560	$311.07	$268.51 - $357.70
Q4 2023	20,181	$5,967	$251.22	$216.95 - $290.10
Q3 2023	19,513	$5,327	$261.47	$229.25 - $283.47
Q2 2023	19,546	$4,809	$213.76	$195.84 - $240.81
Q1 2023	19,176	$4,388	$230.59	$201.84 - $253.98
Q4 2022	18,927	$4,534	$206.59	$156.72 - $232.83
Q3 2022	18,919	$3,104	$172.21	$151.58 - $189.11
Q2 2022	17,165	$3,068	$197.29	$164.98 - $221.91
Q1 2022	18,914	$4,214	$195.46	$167.60 - $214.37
Q4 2021	19,356	$4,002	$186.69	$173.30 - $200.95
Q3 2021	19,197	$3,685	$192.08	$172.62 - $206.58
Q2 2021	19,587	$4,263	$211.85	$188.71 - $226.53
Q1 2021	19,372	$4,492	$189.09	$163.90 - $217.37
Q4 2020	19,433	$3,537	$153.98	$129.92 - $167.14
Q3 2020	19,467	$2,904	$126.81	$112.24 - $141.22
Q2 2020	19,212	$2,430	$106.19	$89.90 - $125.54
Q1 2020	17,751	$2,060	$113.38	$77.78 - $132.89
Q4 2019	16,510	$2,438	$123.01	$102.69 - $131.46
Q3 2019	15,194	$1,919	$111.09	$97.87 - $122.22
Q2 2019	14,193	$1,934	$114.70	$103.20 - $125.83
Q1 2019	13,078	$1,772	$114.61	$103.38 - $123.15
Q4 2018	11,907	$1,513	$111.50	$96.19 - $135.93
Q3 2018	10,767	$1,642	$120.51	$110.40 - $134.53
Q2 2018	10,456	$1,419	$126.53	$112.48 - $137.00
Q1 2018	10,035	$1,479	$133.07	$120.49 - $146.01
Q4 2017	12,825	$2,021	$116.31	$103.45 - $133.20
Q3 2017	12,445	$1,552	$96.02	$87.71 - $104.79
Q2 2017	11,425	$1,228	$84.05	$74.79 - $89.64
Q1 2017	10,855	$1,007	$77.69	$74.24 - $81.74
Q4 2016	10,965	$1,017	$73.74	$65.47 - $79.39
Q3 2016	10,320	$916	$66.01	$58.78 - $71.89
Q2 2016	8,850	$671	$59.82	$55.25 - $64.10
Q1 2016	5,570	$426	$53.06	$44.66 - $61.22
Q4 2015	3,590	$244	$54.58	$48.84 - $59.43