CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

J.P. Marvel Investment Advisors, LLC's Holding History (CIK: 0001426755)

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

Q4 2025

Shares 11,734 Value ($000) $6,722 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 11,744 Value ($000) $5,604 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 11,658 Value ($000) $4,526 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 11,734 Value ($000) $3,870 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 12,347 Value ($000) $4,479 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 12,347 Value ($000) $4,829 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 12,364 Value ($000) $4,118 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 12,459 Value ($000) $4,565 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 12,169 Value ($000) $3,598 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 12,324 Value ($000) $3,364 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 12,324 Value ($000) $3,032 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 12,344 Value ($000) $2,825 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 12,419 Value ($000) $2,975 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 12,419 Value ($000) $2,038 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 12,419 Value ($000) $2,220 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 12,419 Value ($000) $2,767 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 12,233 Value ($000) $2,529 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 11,893 Value ($000) $2,283 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 11,923 Value ($000) $2,595 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 11,971 Value ($000) $2,776 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 11,956 Value ($000) $2,176 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 11,956 Value ($000) $1,783 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 11,636 Value ($000) $1,472 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 11,496 Value ($000) $1,334 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 11,336 Value ($000) $1,674 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 11,466 Value ($000) $1,448 Avg Close $111.09 Range $97.87 - $122.22

Q1 2019

Shares 11,826 Value ($000) $1,602 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 11,576 Value ($000) $1,471 Avg Close $111.50 Range $96.19 - $135.93

Q2 2018

Shares 11,626 Value ($000) $1,577 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 11,686 Value ($000) $1,722 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 11,686 Value ($000) $1,841 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 11,686 Value ($000) $1,457 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 11,864 Value ($000) $1,275 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 11,894 Value ($000) $1,103 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 13,150 Value ($000) $1,220 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 12,250 Value ($000) $1,087 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 11,964 Value ($000) $907 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 12,526 Value ($000) $959 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 12,604 Value ($000) $857 Avg Close $54.58 Range $48.84 - $59.43

Q2 2015

Shares 13,094 Value ($000) $1,111 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 13,164 Value ($000) $1,054 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 13,424 Value ($000) $1,229 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 13,424 Value ($000) $1,329 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 13,672 Value ($000) $1,486 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 13,672 Value ($000) $1,359 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 13,672 Value ($000) $1,242 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 14,322 Value ($000) $1,194 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 14,587 Value ($000) $1,203 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,734	$6,722	$555.50	$469.79 - $627.50
Q3 2025	11,744	$5,604	$425.39	$381.75 - $483.95
Q2 2025	11,658	$4,526	$330.84	$264.29 - $386.62
Q1 2025	11,734	$3,870	$351.95	$315.09 - $404.98
Q4 2024	12,347	$4,479	$381.74	$351.93 - $412.27
Q3 2024	12,347	$4,829	$338.69	$301.40 - $389.91
Q2 2024	12,364	$4,118	$338.69	$308.78 - $372.10
Q1 2024	12,459	$4,565	$311.07	$268.51 - $357.70
Q4 2023	12,169	$3,598	$251.22	$216.95 - $290.10
Q3 2023	12,324	$3,364	$261.47	$229.25 - $283.47
Q2 2023	12,324	$3,032	$213.76	$195.84 - $240.81
Q1 2023	12,344	$2,825	$230.59	$201.84 - $253.98
Q4 2022	12,419	$2,975	$206.59	$156.72 - $232.83
Q3 2022	12,419	$2,038	$172.21	$151.58 - $189.11
Q2 2022	12,419	$2,220	$197.29	$164.98 - $221.91
Q1 2022	12,419	$2,767	$195.46	$167.60 - $214.37
Q4 2021	12,233	$2,529	$186.69	$173.30 - $200.95
Q3 2021	11,893	$2,283	$192.08	$172.62 - $206.58
Q2 2021	11,923	$2,595	$211.85	$188.71 - $226.53
Q1 2021	11,971	$2,776	$189.09	$163.90 - $217.37
Q4 2020	11,956	$2,176	$153.98	$129.92 - $167.14
Q3 2020	11,956	$1,783	$126.81	$112.24 - $141.22
Q2 2020	11,636	$1,472	$106.19	$89.90 - $125.54
Q1 2020	11,496	$1,334	$113.38	$77.78 - $132.89
Q4 2019	11,336	$1,674	$123.01	$102.69 - $131.46
Q3 2019	11,466	$1,448	$111.09	$97.87 - $122.22
Q1 2019	11,826	$1,602	$114.61	$103.38 - $123.15
Q4 2018	11,576	$1,471	$111.50	$96.19 - $135.93
Q2 2018	11,626	$1,577	$126.53	$112.48 - $137.00
Q1 2018	11,686	$1,722	$133.07	$120.49 - $146.01
Q4 2017	11,686	$1,841	$116.31	$103.45 - $133.20
Q3 2017	11,686	$1,457	$96.02	$87.71 - $104.79
Q2 2017	11,864	$1,275	$84.05	$74.79 - $89.64
Q1 2017	11,894	$1,103	$77.69	$74.24 - $81.74
Q4 2016	13,150	$1,220	$73.74	$65.47 - $79.39
Q3 2016	12,250	$1,087	$66.01	$58.78 - $71.89
Q2 2016	11,964	$907	$59.82	$55.25 - $64.10
Q1 2016	12,526	$959	$53.06	$44.66 - $61.22
Q4 2015	12,604	$857	$54.58	$48.84 - $59.43
Q2 2015	13,094	$1,111	$65.86	$60.39 - $68.73
Q1 2015	13,164	$1,054	$63.13	$59.48 - $69.69
Q4 2014	13,424	$1,229	$73.34	$66.42 - $80.82
Q3 2014	13,424	$1,329	$79.29	$73.57 - $83.32
Q2 2014	13,672	$1,486	$78.02	$73.19 - $81.73
Q1 2014	13,672	$1,359	$69.69	$63.53 - $74.44
Q4 2013	13,672	$1,242	$62.67	$60.17 - $67.37
Q3 2013	14,322	$1,194	$61.64	$58.99 - $64.50
Q2 2013	14,587	$1,203	$61.55	$57.61 - $65.73