CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025

Shares 20,310 Value ($000) $11,635 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 20,407 Value ($000) $9,737 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 20,689 Value ($000) $8,032 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 20,724 Value ($000) $6,835 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 21,979 Value ($000) $7,973 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 22,672 Value ($000) $8,868 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 21,230 Value ($000) $7,072 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 21,246 Value ($000) $7,785 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 21,670 Value ($000) $6,407 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 22,301 Value ($000) $6,088 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 23,606 Value ($000) $5,808 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 18,926 Value ($000) $4,331 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 19,133 Value ($000) $4,584 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 19,833 Value ($000) $3,255 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 20,593 Value ($000) $3,681 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 20,390 Value ($000) $4,543 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 20,009 Value ($000) $4,137 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 20,035 Value ($000) $3,846 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 19,927 Value ($000) $4,337 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 21,387 Value ($000) $4,959 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 23,591 Value ($000) $4,294 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 21,445 Value ($000) $3,198 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 22,081 Value ($000) $2,793 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 23,596 Value ($000) $2,738 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 24,326 Value ($000) $3,593 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 24,712 Value ($000) $3,122 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 24,530 Value ($000) $3,343 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 24,389 Value ($000) $3,305 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 25,734 Value ($000) $3,270 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 26,361 Value ($000) $4,019 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 25,578 Value ($000) $3,470 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 25,171 Value ($000) $3,710 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 22,646 Value ($000) $3,569 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 23,298 Value ($000) $2,906 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 24,030 Value ($000) $2,583 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 23,115 Value ($000) $2,144 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 23,386 Value ($000) $2,169 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 23,127 Value ($000) $2,053 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 23,191 Value ($000) $1,758 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 21,712 Value ($000) $1,662 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 20,399 Value ($000) $1,386 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 22,144 Value ($000) $1,447 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 21,231 Value ($000) $1,801 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 23,445 Value ($000) $1,876 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 21,768 Value ($000) $1,992 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 20,662 Value ($000) $2,046 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 20,990 Value ($000) $2,281 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 23,873 Value ($000) $2,360 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 24,251 Value ($000) $2,193 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 24,884 Value ($000) $2,067 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 23,579 Value ($000) $1,945 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,310	$11,635	$555.50	$469.79 - $627.50
Q3 2025	20,407	$9,737	$425.39	$381.75 - $483.95
Q2 2025	20,689	$8,032	$330.84	$264.29 - $386.62
Q1 2025	20,724	$6,835	$351.95	$315.09 - $404.98
Q4 2024	21,979	$7,973	$381.74	$351.93 - $412.27
Q3 2024	22,672	$8,868	$338.69	$301.40 - $389.91
Q2 2024	21,230	$7,072	$338.69	$308.78 - $372.10
Q1 2024	21,246	$7,785	$311.07	$268.51 - $357.70
Q4 2023	21,670	$6,407	$251.22	$216.95 - $290.10
Q3 2023	22,301	$6,088	$261.47	$229.25 - $283.47
Q2 2023	23,606	$5,808	$213.76	$195.84 - $240.81
Q1 2023	18,926	$4,331	$230.59	$201.84 - $253.98
Q4 2022	19,133	$4,584	$206.59	$156.72 - $232.83
Q3 2022	19,833	$3,255	$172.21	$151.58 - $189.11
Q2 2022	20,593	$3,681	$197.29	$164.98 - $221.91
Q1 2022	20,390	$4,543	$195.46	$167.60 - $214.37
Q4 2021	20,009	$4,137	$186.69	$173.30 - $200.95
Q3 2021	20,035	$3,846	$192.08	$172.62 - $206.58
Q2 2021	19,927	$4,337	$211.85	$188.71 - $226.53
Q1 2021	21,387	$4,959	$189.09	$163.90 - $217.37
Q4 2020	23,591	$4,294	$153.98	$129.92 - $167.14
Q3 2020	21,445	$3,198	$126.81	$112.24 - $141.22
Q2 2020	22,081	$2,793	$106.19	$89.90 - $125.54
Q1 2020	23,596	$2,738	$113.38	$77.78 - $132.89
Q4 2019	24,326	$3,593	$123.01	$102.69 - $131.46
Q3 2019	24,712	$3,122	$111.09	$97.87 - $122.22
Q2 2019	24,530	$3,343	$114.70	$103.20 - $125.83
Q1 2019	24,389	$3,305	$114.61	$103.38 - $123.15
Q4 2018	25,734	$3,270	$111.50	$96.19 - $135.93
Q3 2018	26,361	$4,019	$120.51	$110.40 - $134.53
Q2 2018	25,578	$3,470	$126.53	$112.48 - $137.00
Q1 2018	25,171	$3,710	$133.07	$120.49 - $146.01
Q4 2017	22,646	$3,569	$116.31	$103.45 - $133.20
Q3 2017	23,298	$2,906	$96.02	$87.71 - $104.79
Q2 2017	24,030	$2,583	$84.05	$74.79 - $89.64
Q1 2017	23,115	$2,144	$77.69	$74.24 - $81.74
Q4 2016	23,386	$2,169	$73.74	$65.47 - $79.39
Q3 2016	23,127	$2,053	$66.01	$58.78 - $71.89
Q2 2016	23,191	$1,758	$59.82	$55.25 - $64.10
Q1 2016	21,712	$1,662	$53.06	$44.66 - $61.22
Q4 2015	20,399	$1,386	$54.58	$48.84 - $59.43
Q3 2015	22,144	$1,447	$59.11	$48.76 - $65.71
Q2 2015	21,231	$1,801	$65.86	$60.39 - $68.73
Q1 2015	23,445	$1,876	$63.13	$59.48 - $69.69
Q4 2014	21,768	$1,992	$73.34	$66.42 - $80.82
Q3 2014	20,662	$2,046	$79.29	$73.57 - $83.32
Q2 2014	20,990	$2,281	$78.02	$73.19 - $81.73
Q1 2014	23,873	$2,360	$69.69	$63.53 - $74.44
Q4 2013	24,251	$2,193	$62.67	$60.17 - $67.37
Q3 2013	24,884	$2,067	$61.64	$58.99 - $64.50
Q2 2013	23,579	$1,945	$61.55	$57.61 - $65.73