CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Valmark Advisers, Inc.'s Holding History (CIK: 0001380443)

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

Q4 2025
Shares 4,275 Value ($000) $2,449 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,188 Value ($000) $1,998 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,443 Value ($000) $1,336 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,413 Value ($000) $1,126 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,327 Value ($000) $1,207 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,272 Value ($000) $1,280 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,051 Value ($000) $1,016 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,823 Value ($000) $1,034 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,436 Value ($000) $720 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,289 Value ($000) $625 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,264 Value ($000) $557 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,216 Value ($000) $507 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,028 Value ($000) $486 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,021 Value ($000) $332 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,892 Value ($000) $338 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,063 Value ($000) $237 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,087 Value ($000) $225 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,089 Value ($000) $209 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,214 Value ($000) $264 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,096 Value ($000) $254 Avg Close $189.09 Range $163.90 - $217.37