CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Holding History (CIK: 0001510434)

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

Q4 2025
Shares 16,799 Value ($000) $9,624 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 14,356 Value ($000) $6,850 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 14,315 Value ($000) $5,557 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 12,875 Value ($000) $4,246 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 10,492 Value ($000) $3,806 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 9,812 Value ($000) $3,838 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 10,964 Value ($000) $3,652 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 6,592 Value ($000) $2,415 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,695 Value ($000) $1,980 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 7,646 Value ($000) $2,087 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,488 Value ($000) $1,350 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 5,312 Value ($000) $1,216 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 4,713 Value ($000) $1,129 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 5,000 Value ($000) $820 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,790 Value ($000) $678 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,445 Value ($000) $768 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 4,359 Value ($000) $901 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 4,389 Value ($000) $843 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,739 Value ($000) $814 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,751 Value ($000) $870 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,778 Value ($000) $688 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,630 Value ($000) $392 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,877 Value ($000) $364 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 3,314 Value ($000) $385 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 3,126 Value ($000) $462 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,981 Value ($000) $250 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,017 Value ($000) $275 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,161 Value ($000) $293 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 1,645 Value ($000) $209 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 1,691 Value ($000) $258 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 1,688 Value ($000) $229 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 1,629 Value ($000) $240 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,626 Value ($000) $256 Avg Close $116.31 Range $103.45 - $133.20