CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Advisors Capital Management, LLC's Holding History (CIK: 0001345576)

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

Q4 2025
Shares 76,876 Value ($000) $44,040 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 77,083 Value ($000) $36,780 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 75,897 Value ($000) $29,464 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 72,184 Value ($000) $23,806 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 70,548 Value ($000) $25,592 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 70,216 Value ($000) $27 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 69,284 Value ($000) $23 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 69,319 Value ($000) $25 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 67,938 Value ($000) $20 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 66,319 Value ($000) $18 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 65,728 Value ($000) $16 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 63,250 Value ($000) $14 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 61,201 Value ($000) $15 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 60,668 Value ($000) $14,348 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 54,387 Value ($000) $9,722 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 50,666 Value ($000) $11,290 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,754 Value ($000) $363 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,774 Value ($000) $341 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,511 Value ($000) $329 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,222 Value ($000) $283 Avg Close $189.09 Range $163.90 - $217.37