CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Transamerica Financial Advisors, Inc.'s Holding History (CIK: 0001502149)

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

Q4 2025
Shares 3,345 Value ($000) $1,917 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,751 Value ($000) $1,789 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,110 Value ($000) $1,595 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,299 Value ($000) $1 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,164 Value ($000) $2 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 4,408 Value ($000) $2 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,791 Value ($000) $2 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,791 Value ($000) $2 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 4,126 Value ($000) $1 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 5,681 Value ($000) $2 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 6,691 Value ($000) $2 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 6,684 Value ($000) $2 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 6,593 Value ($000) $2 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 6,291 Value ($000) $1,033 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 4,973 Value ($000) $889 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 4 Value ($000) $1 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 4 Value ($000) $1 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 4 Value ($000) $1 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3 Value ($000) $1 Avg Close $211.85 Range $188.71 - $226.53
Q2 2020
Shares 173 Value ($000) $22 Avg Close $106.19 Range $89.90 - $125.54
Q2 2019
Shares 107 Value ($000) $15 Avg Close $114.70 Range $103.20 - $125.83
Q4 2018
Shares 152 Value ($000) $20 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 141 Value ($000) $22 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 4 Value ($000) $1 Avg Close $126.53 Range $112.48 - $137.00
Q1 2016
Shares 120 Value ($000) $10 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 120 Value ($000) $9 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 120 Value ($000) $8 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 91 Value ($000) $8 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 44 Value ($000) $4 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 1,055 Value ($000) $97 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 1,006 Value ($000) $100 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 992 Value ($000) $108 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 24 Value ($000) $3 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 24 Value ($000) $3 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 54 Value ($000) $5 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 54 Value ($000) $5 Avg Close $61.55 Range $57.61 - $65.73