CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Plante Moran Financial Advisors, LLC's Holding History (CIK: 0001424717)

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

Q4 2025
Shares 977 Value ($000) $560 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 977 Value ($000) $466 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 977 Value ($000) $379 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 989 Value ($000) $326 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 977 Value ($000) $354 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 978 Value ($000) $383 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,060 Value ($000) $353 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 960 Value ($000) $352 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,158 Value ($000) $342 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 927 Value ($000) $253 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 981 Value ($000) $241 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 927 Value ($000) $212 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 877 Value ($000) $210 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 978 Value ($000) $160 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 87 Value ($000) $16 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 79 Value ($000) $18 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 183 Value ($000) $38 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 968 Value ($000) $186 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 287 Value ($000) $62 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 55 Value ($000) $13 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 641 Value ($000) $117 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 61 Value ($000) $9 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 178 Value ($000) $23 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 1,410 Value ($000) $164 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 1,058 Value ($000) $156 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,284 Value ($000) $162 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 1,474 Value ($000) $201 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 1,690 Value ($000) $229 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 1,691 Value ($000) $215 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 1,141 Value ($000) $174 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 1,292 Value ($000) $175 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 1,906 Value ($000) $281 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,237 Value ($000) $195 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 1,045 Value ($000) $130 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 7,252 Value ($000) $779 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 7,062 Value ($000) $655 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 7,204 Value ($000) $668 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 1,127 Value ($000) $100 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 627 Value ($000) $48 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 756 Value ($000) $58 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 835 Value ($000) $57 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 1,231 Value ($000) $80 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 1,240 Value ($000) $105 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 895 Value ($000) $72 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 1,022 Value ($000) $94 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 652 Value ($000) $65 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 1,194 Value ($000) $130 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 617 Value ($000) $61 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 1,134 Value ($000) $103 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 637 Value ($000) $53 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 839 Value ($000) $69 Avg Close $61.55 Range $57.61 - $65.73