CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Johnson Financial Group, Inc.'s Holding History (CIK: 0001477024)

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

Q4 2025

Shares 13,986 Value ($000) $8,012 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 14,489 Value ($000) $6,913 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 13,321 Value ($000) $5,171 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 14,184 Value ($000) $4,678 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 13,714 Value ($000) $5,113 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 14,999 Value ($000) $5,866 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 13,748 Value ($000) $4,579 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 6,000 Value ($000) $2,199 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 4,764 Value ($000) $1,409 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 3,680 Value ($000) $1,005 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 3,171 Value ($000) $780 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 2,889 Value ($000) $661 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 2,404 Value ($000) $576 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 2,215 Value ($000) $471 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,212 Value ($000) $396 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 2,225 Value ($000) $496 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 2,058 Value ($000) $425 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 2,015 Value ($000) $386 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 4,159 Value ($000) $906 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 1,968 Value ($000) $456 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 2,736 Value ($000) $498 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 1,358 Value ($000) $203 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 1,192 Value ($000) $151 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 1,400 Value ($000) $162 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 1,068 Value ($000) $157 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 2,078 Value ($000) $263 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 1,355 Value ($000) $184 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 1,007 Value ($000) $136 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 1,207 Value ($000) $153 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 769 Value ($000) $118 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 436 Value ($000) $59 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 714 Value ($000) $106 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 475 Value ($000) $75 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 275 Value ($000) $34 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 664 Value ($000) $71 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 664 Value ($000) $62 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 2,700 Value ($000) $250 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 3,773 Value ($000) $335 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 3,250 Value ($000) $246 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 1,107 Value ($000) $85 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 2,225 Value ($000) $151 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 2,543 Value ($000) $166 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 2,879 Value ($000) $244 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 4,287 Value ($000) $343 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 4,334 Value ($000) $397 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 4,022 Value ($000) $398 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 4,500 Value ($000) $489 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 4,900 Value ($000) $487 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 4,380 Value ($000) $398 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 4,930 Value ($000) $411 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 5,450 Value ($000) $450 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,986	$8,012	$555.50	$469.79 - $627.50
Q3 2025	14,489	$6,913	$425.39	$381.75 - $483.95
Q2 2025	13,321	$5,171	$330.84	$264.29 - $386.62
Q1 2025	14,184	$4,678	$351.95	$315.09 - $404.98
Q4 2024	13,714	$5,113	$381.74	$351.93 - $412.27
Q3 2024	14,999	$5,866	$338.69	$301.40 - $389.91
Q2 2024	13,748	$4,579	$338.69	$308.78 - $372.10
Q1 2024	6,000	$2,199	$311.07	$268.51 - $357.70
Q4 2023	4,764	$1,409	$251.22	$216.95 - $290.10
Q3 2023	3,680	$1,005	$261.47	$229.25 - $283.47
Q2 2023	3,171	$780	$213.76	$195.84 - $240.81
Q1 2023	2,889	$661	$230.59	$201.84 - $253.98
Q4 2022	2,404	$576	$206.59	$156.72 - $232.83
Q3 2022	2,215	$471	$172.21	$151.58 - $189.11
Q2 2022	2,212	$396	$197.29	$164.98 - $221.91
Q1 2022	2,225	$496	$195.46	$167.60 - $214.37
Q4 2021	2,058	$425	$186.69	$173.30 - $200.95
Q3 2021	2,015	$386	$192.08	$172.62 - $206.58
Q2 2021	4,159	$906	$211.85	$188.71 - $226.53
Q1 2021	1,968	$456	$189.09	$163.90 - $217.37
Q4 2020	2,736	$498	$153.98	$129.92 - $167.14
Q3 2020	1,358	$203	$126.81	$112.24 - $141.22
Q2 2020	1,192	$151	$106.19	$89.90 - $125.54
Q1 2020	1,400	$162	$113.38	$77.78 - $132.89
Q4 2019	1,068	$157	$123.01	$102.69 - $131.46
Q3 2019	2,078	$263	$111.09	$97.87 - $122.22
Q2 2019	1,355	$184	$114.70	$103.20 - $125.83
Q1 2019	1,007	$136	$114.61	$103.38 - $123.15
Q4 2018	1,207	$153	$111.50	$96.19 - $135.93
Q3 2018	769	$118	$120.51	$110.40 - $134.53
Q2 2018	436	$59	$126.53	$112.48 - $137.00
Q1 2018	714	$106	$133.07	$120.49 - $146.01
Q4 2017	475	$75	$116.31	$103.45 - $133.20
Q3 2017	275	$34	$96.02	$87.71 - $104.79
Q2 2017	664	$71	$84.05	$74.79 - $89.64
Q1 2017	664	$62	$77.69	$74.24 - $81.74
Q4 2016	2,700	$250	$73.74	$65.47 - $79.39
Q3 2016	3,773	$335	$66.01	$58.78 - $71.89
Q2 2016	3,250	$246	$59.82	$55.25 - $64.10
Q1 2016	1,107	$85	$53.06	$44.66 - $61.22
Q4 2015	2,225	$151	$54.58	$48.84 - $59.43
Q3 2015	2,543	$166	$59.11	$48.76 - $65.71
Q2 2015	2,879	$244	$65.86	$60.39 - $68.73
Q1 2015	4,287	$343	$63.13	$59.48 - $69.69
Q4 2014	4,334	$397	$73.34	$66.42 - $80.82
Q3 2014	4,022	$398	$79.29	$73.57 - $83.32
Q2 2014	4,500	$489	$78.02	$73.19 - $81.73
Q1 2014	4,900	$487	$69.69	$63.53 - $74.44
Q4 2013	4,380	$398	$62.67	$60.17 - $67.37
Q3 2013	4,930	$411	$61.64	$58.99 - $64.50
Q2 2013	5,450	$450	$61.55	$57.61 - $65.73