CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Curi Capital, LLC's Holding History (CIK: 0001332905)

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

Q4 2025

Shares 9,620 Value ($000) $5,511 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 9,641 Value ($000) $4,600 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 9,295 Value ($000) $3,609 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,038 Value ($000) $672 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 4,804 Value ($000) $1,743 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,297 Value ($000) $2,072 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 5,299 Value ($000) $1,765 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,484 Value ($000) $2,010 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,495 Value ($000) $1,625 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,475 Value ($000) $1,495 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 5,398 Value ($000) $1,328 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 3,724 Value ($000) $852 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 4,164 Value ($000) $998 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 4,258 Value ($000) $699 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 4,154 Value ($000) $743 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,160 Value ($000) $927 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,169 Value ($000) $862 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,169 Value ($000) $800 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 5,382 Value ($000) $1,171 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 5,329 Value ($000) $1,236 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,132 Value ($000) $752 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 4,115 Value ($000) $614 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 2,499 Value ($000) $316 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 2,421 Value ($000) $281 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 2,732 Value ($000) $403 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 2,602 Value ($000) $329 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 2,621 Value ($000) $357 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 7,321 Value ($000) $992 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 7,165 Value ($000) $910 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 6,548 Value ($000) $999 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 6,474 Value ($000) $878 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 6,562 Value ($000) $967 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 12,080 Value ($000) $1,904 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 12,727 Value ($000) $1,587 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 12,282 Value ($000) $1,320 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 11,782 Value ($000) $1,093 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 12,945 Value ($000) $1,201 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 2,550 Value ($000) $226 Avg Close $66.01 Range $58.78 - $71.89

Q1 2016

Shares 3,690 Value ($000) $282 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 3,290 Value ($000) $224 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 3,290 Value ($000) $215 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 3,306 Value ($000) $280 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 3,306 Value ($000) $265 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 3,615 Value ($000) $331 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 3,615 Value ($000) $358 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 4,017 Value ($000) $436 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 6,580 Value ($000) $654 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 6,160 Value ($000) $560 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 3,836 Value ($000) $320 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 3,570 Value ($000) $294 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,620	$5,511	$555.50	$469.79 - $627.50
Q3 2025	9,641	$4,600	$425.39	$381.75 - $483.95
Q2 2025	9,295	$3,609	$330.84	$264.29 - $386.62
Q1 2025	2,038	$672	$351.95	$315.09 - $404.98
Q4 2024	4,804	$1,743	$381.74	$351.93 - $412.27
Q3 2024	5,297	$2,072	$338.69	$301.40 - $389.91
Q2 2024	5,299	$1,765	$338.69	$308.78 - $372.10
Q1 2024	5,484	$2,010	$311.07	$268.51 - $357.70
Q4 2023	5,495	$1,625	$251.22	$216.95 - $290.10
Q3 2023	5,475	$1,495	$261.47	$229.25 - $283.47
Q2 2023	5,398	$1,328	$213.76	$195.84 - $240.81
Q1 2023	3,724	$852	$230.59	$201.84 - $253.98
Q4 2022	4,164	$998	$206.59	$156.72 - $232.83
Q3 2022	4,258	$699	$172.21	$151.58 - $189.11
Q2 2022	4,154	$743	$197.29	$164.98 - $221.91
Q1 2022	4,160	$927	$195.46	$167.60 - $214.37
Q4 2021	4,169	$862	$186.69	$173.30 - $200.95
Q3 2021	4,169	$800	$192.08	$172.62 - $206.58
Q2 2021	5,382	$1,171	$211.85	$188.71 - $226.53
Q1 2021	5,329	$1,236	$189.09	$163.90 - $217.37
Q4 2020	4,132	$752	$153.98	$129.92 - $167.14
Q3 2020	4,115	$614	$126.81	$112.24 - $141.22
Q2 2020	2,499	$316	$106.19	$89.90 - $125.54
Q1 2020	2,421	$281	$113.38	$77.78 - $132.89
Q4 2019	2,732	$403	$123.01	$102.69 - $131.46
Q3 2019	2,602	$329	$111.09	$97.87 - $122.22
Q2 2019	2,621	$357	$114.70	$103.20 - $125.83
Q1 2019	7,321	$992	$114.61	$103.38 - $123.15
Q4 2018	7,165	$910	$111.50	$96.19 - $135.93
Q3 2018	6,548	$999	$120.51	$110.40 - $134.53
Q2 2018	6,474	$878	$126.53	$112.48 - $137.00
Q1 2018	6,562	$967	$133.07	$120.49 - $146.01
Q4 2017	12,080	$1,904	$116.31	$103.45 - $133.20
Q3 2017	12,727	$1,587	$96.02	$87.71 - $104.79
Q2 2017	12,282	$1,320	$84.05	$74.79 - $89.64
Q1 2017	11,782	$1,093	$77.69	$74.24 - $81.74
Q4 2016	12,945	$1,201	$73.74	$65.47 - $79.39
Q3 2016	2,550	$226	$66.01	$58.78 - $71.89
Q1 2016	3,690	$282	$53.06	$44.66 - $61.22
Q4 2015	3,290	$224	$54.58	$48.84 - $59.43
Q3 2015	3,290	$215	$59.11	$48.76 - $65.71
Q2 2015	3,306	$280	$65.86	$60.39 - $68.73
Q1 2015	3,306	$265	$63.13	$59.48 - $69.69
Q4 2014	3,615	$331	$73.34	$66.42 - $80.82
Q3 2014	3,615	$358	$79.29	$73.57 - $83.32
Q2 2014	4,017	$436	$78.02	$73.19 - $81.73
Q1 2014	6,580	$654	$69.69	$63.53 - $74.44
Q4 2013	6,160	$560	$62.67	$60.17 - $67.37
Q3 2013	3,836	$320	$61.64	$58.99 - $64.50
Q2 2013	3,570	$294	$61.55	$57.61 - $65.73