CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025

Shares 4,353 Value ($000) $2,493 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,211 Value ($000) $2,009 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,141 Value ($000) $1,607 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 3,948 Value ($000) $1,302 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 4,645 Value ($000) $1,685 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 4,421 Value ($000) $1,729 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 4,603 Value ($000) $1,533 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,661 Value ($000) $2,074 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,470 Value ($000) $1,617 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 6,017 Value ($000) $1,643 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,140 Value ($000) $1,511 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 22,167 Value ($000) $5,073 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 21,799 Value ($000) $5,222 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 15,717 Value ($000) $2,579 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 15,646 Value ($000) $2,797 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 15,447 Value ($000) $3,442 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 14,986 Value ($000) $3,098 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 14,843 Value ($000) $2,849 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 14,532 Value ($000) $3,163 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 14,321 Value ($000) $3,321 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 14,066 Value ($000) $2,560 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 14,148 Value ($000) $2,110 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 13,263 Value ($000) $1,678 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 12,729 Value ($000) $1,477 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 1,670 Value ($000) $247 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 3,036 Value ($000) $383 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 4,331 Value ($000) $590 Avg Close $114.70 Range $103.20 - $125.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,353	$2,493	$555.50	$469.79 - $627.50
Q3 2025	4,211	$2,009	$425.39	$381.75 - $483.95
Q2 2025	4,141	$1,607	$330.84	$264.29 - $386.62
Q1 2025	3,948	$1,302	$351.95	$315.09 - $404.98
Q4 2024	4,645	$1,685	$381.74	$351.93 - $412.27
Q3 2024	4,421	$1,729	$338.69	$301.40 - $389.91
Q2 2024	4,603	$1,533	$338.69	$308.78 - $372.10
Q1 2024	5,661	$2,074	$311.07	$268.51 - $357.70
Q4 2023	5,470	$1,617	$251.22	$216.95 - $290.10
Q3 2023	6,017	$1,643	$261.47	$229.25 - $283.47
Q2 2023	6,140	$1,511	$213.76	$195.84 - $240.81
Q1 2023	22,167	$5,073	$230.59	$201.84 - $253.98
Q4 2022	21,799	$5,222	$206.59	$156.72 - $232.83
Q3 2022	15,717	$2,579	$172.21	$151.58 - $189.11
Q2 2022	15,646	$2,797	$197.29	$164.98 - $221.91
Q1 2022	15,447	$3,442	$195.46	$167.60 - $214.37
Q4 2021	14,986	$3,098	$186.69	$173.30 - $200.95
Q3 2021	14,843	$2,849	$192.08	$172.62 - $206.58
Q2 2021	14,532	$3,163	$211.85	$188.71 - $226.53
Q1 2021	14,321	$3,321	$189.09	$163.90 - $217.37
Q4 2020	14,066	$2,560	$153.98	$129.92 - $167.14
Q3 2020	14,148	$2,110	$126.81	$112.24 - $141.22
Q2 2020	13,263	$1,678	$106.19	$89.90 - $125.54
Q1 2020	12,729	$1,477	$113.38	$77.78 - $132.89
Q4 2019	1,670	$247	$123.01	$102.69 - $131.46
Q3 2019	3,036	$383	$111.09	$97.87 - $122.22
Q2 2019	4,331	$590	$114.70	$103.20 - $125.83