CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

KELLEHER FINANCIAL ADVISORS's Holding History (CIK: 0001507971)

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

Q4 2025
Shares 1,184 Value ($000) $679 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 225 Value ($000) $107 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,056 Value ($000) $410 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,057 Value ($000) $349 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,047 Value ($000) $380 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,214 Value ($000) $475 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,290 Value ($000) $430 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,287 Value ($000) $472 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,283 Value ($000) $379 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,305 Value ($000) $356 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,080 Value ($000) $512 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,077 Value ($000) $475 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,072 Value ($000) $496 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,067 Value ($000) $339 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,062 Value ($000) $368 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,043 Value ($000) $455 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,064 Value ($000) $426 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 4,084 Value ($000) $784 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,891 Value ($000) $411 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,889 Value ($000) $437 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,290 Value ($000) $599 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 3,628 Value ($000) $541 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 3,369 Value ($000) $426 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 3,609 Value ($000) $418 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 3,299 Value ($000) $486 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 3,527 Value ($000) $446 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 3,531 Value ($000) $481 Avg Close $114.70 Range $103.20 - $125.83
Q4 2018
Shares 3,530 Value ($000) $448 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 3,525 Value ($000) $537 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 3,524 Value ($000) $478 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 3,529 Value ($000) $520 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 3,546 Value ($000) $559 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 3,641 Value ($000) $454 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 3,640 Value ($000) $391 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 3,739 Value ($000) $347 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 3,712 Value ($000) $344 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 3,712 Value ($000) $330 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 3,712 Value ($000) $281 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 4,183 Value ($000) $320 Avg Close $53.06 Range $44.66 - $61.22