CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025

Shares 23,123 Value ($000) $13,247 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 23,094 Value ($000) $11,019 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 22,567 Value ($000) $8,761 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 22,689 Value ($000) $7,483 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 21,946 Value ($000) $7,961 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 21,728 Value ($000) $8,498 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 21,506 Value ($000) $7,164 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 21,404 Value ($000) $7,843 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 19,634 Value ($000) $5,805 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 18,267 Value ($000) $4,987 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 17,548 Value ($000) $4,318 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 17,536 Value ($000) $4,013 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 19,376 Value ($000) $4,642 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 19,398 Value ($000) $3,183 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 19,409 Value ($000) $3,470 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 19,375 Value ($000) $4,317 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 19,732 Value ($000) $4,079 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 19,709 Value ($000) $3,784 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 19,709 Value ($000) $4,289 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 19,729 Value ($000) $4,575 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 19,639 Value ($000) $3,575 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 3,188 Value ($000) $476 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,438 Value ($000) $435 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 3,479 Value ($000) $404 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 4,004 Value ($000) $591 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 3,463 Value ($000) $437 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 3,757 Value ($000) $512 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 2,205 Value ($000) $299 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 2,763 Value ($000) $351 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 2,763 Value ($000) $421 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 4,813 Value ($000) $650 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 5,322 Value ($000) $784 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 6,563 Value ($000) $1,034 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 4,004 Value ($000) $499 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 3,225 Value ($000) $368 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 3,225 Value ($000) $327 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 3,325 Value ($000) $308 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 3,380 Value ($000) $300 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 3,380 Value ($000) $256 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 3,380 Value ($000) $259 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 3,380 Value ($000) $230 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 3,452 Value ($000) $226 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 3,452 Value ($000) $293 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 3,452 Value ($000) $276 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 4,252 Value ($000) $389 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 4,327 Value ($000) $429 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 4,475 Value ($000) $486 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 5,586 Value ($000) $555 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 5,586 Value ($000) $507 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 5,586 Value ($000) $466 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 6,341 Value ($000) $523 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	23,123	$13,247	$555.50	$469.79 - $627.50
Q3 2025	23,094	$11,019	$425.39	$381.75 - $483.95
Q2 2025	22,567	$8,761	$330.84	$264.29 - $386.62
Q1 2025	22,689	$7,483	$351.95	$315.09 - $404.98
Q4 2024	21,946	$7,961	$381.74	$351.93 - $412.27
Q3 2024	21,728	$8,498	$338.69	$301.40 - $389.91
Q2 2024	21,506	$7,164	$338.69	$308.78 - $372.10
Q1 2024	21,404	$7,843	$311.07	$268.51 - $357.70
Q4 2023	19,634	$5,805	$251.22	$216.95 - $290.10
Q3 2023	18,267	$4,987	$261.47	$229.25 - $283.47
Q2 2023	17,548	$4,318	$213.76	$195.84 - $240.81
Q1 2023	17,536	$4,013	$230.59	$201.84 - $253.98
Q4 2022	19,376	$4,642	$206.59	$156.72 - $232.83
Q3 2022	19,398	$3,183	$172.21	$151.58 - $189.11
Q2 2022	19,409	$3,470	$197.29	$164.98 - $221.91
Q1 2022	19,375	$4,317	$195.46	$167.60 - $214.37
Q4 2021	19,732	$4,079	$186.69	$173.30 - $200.95
Q3 2021	19,709	$3,784	$192.08	$172.62 - $206.58
Q2 2021	19,709	$4,289	$211.85	$188.71 - $226.53
Q1 2021	19,729	$4,575	$189.09	$163.90 - $217.37
Q4 2020	19,639	$3,575	$153.98	$129.92 - $167.14
Q3 2020	3,188	$476	$126.81	$112.24 - $141.22
Q2 2020	3,438	$435	$106.19	$89.90 - $125.54
Q1 2020	3,479	$404	$113.38	$77.78 - $132.89
Q4 2019	4,004	$591	$123.01	$102.69 - $131.46
Q3 2019	3,463	$437	$111.09	$97.87 - $122.22
Q2 2019	3,757	$512	$114.70	$103.20 - $125.83
Q1 2019	2,205	$299	$114.61	$103.38 - $123.15
Q4 2018	2,763	$351	$111.50	$96.19 - $135.93
Q3 2018	2,763	$421	$120.51	$110.40 - $134.53
Q2 2018	4,813	$650	$126.53	$112.48 - $137.00
Q1 2018	5,322	$784	$133.07	$120.49 - $146.01
Q4 2017	6,563	$1,034	$116.31	$103.45 - $133.20
Q3 2017	4,004	$499	$96.02	$87.71 - $104.79
Q2 2017	3,225	$368	$84.05	$74.79 - $89.64
Q1 2017	3,225	$327	$77.69	$74.24 - $81.74
Q4 2016	3,325	$308	$73.74	$65.47 - $79.39
Q3 2016	3,380	$300	$66.01	$58.78 - $71.89
Q2 2016	3,380	$256	$59.82	$55.25 - $64.10
Q1 2016	3,380	$259	$53.06	$44.66 - $61.22
Q4 2015	3,380	$230	$54.58	$48.84 - $59.43
Q3 2015	3,452	$226	$59.11	$48.76 - $65.71
Q2 2015	3,452	$293	$65.86	$60.39 - $68.73
Q1 2015	3,452	$276	$63.13	$59.48 - $69.69
Q4 2014	4,252	$389	$73.34	$66.42 - $80.82
Q3 2014	4,327	$429	$79.29	$73.57 - $83.32
Q2 2014	4,475	$486	$78.02	$73.19 - $81.73
Q1 2014	5,586	$555	$69.69	$63.53 - $74.44
Q4 2013	5,586	$507	$62.67	$60.17 - $67.37
Q3 2013	5,586	$466	$61.64	$58.99 - $64.50
Q2 2013	6,341	$523	$61.55	$57.61 - $65.73