CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holding History (CIK: 0001484205)

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

Q4 2025
Shares 74 Value ($000) $43 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 122 Value ($000) $58 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 74 Value ($000) $29 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 86 Value ($000) $28 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 74 Value ($000) $27 Avg Close $381.74 Range $351.93 - $412.27
Q1 2023
Shares 1,041 Value ($000) $238 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,053 Value ($000) $252 Avg Close $206.59 Range $156.72 - $232.83
Q2 2021
Shares 929 Value ($000) $202 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 890 Value ($000) $206 Avg Close $189.09 Range $163.90 - $217.37