CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wharton Business Group, LLC's Holding History (CIK: 0001513126)

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

Q4 2025
Shares 48,473 Value ($000) $27,769 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 49,578 Value ($000) $23,656 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 50,658 Value ($000) $20 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 52,538 Value ($000) $17 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 52,808 Value ($000) $19 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 54,818 Value ($000) $21 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 54,818 Value ($000) $18 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 55,693 Value ($000) $20 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 56,322 Value ($000) $17 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 54,028 Value ($000) $15 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 45,727 Value ($000) $11 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 47,229 Value ($000) $11 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 47,036 Value ($000) $11 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 46,401 Value ($000) $7,613 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 44,191 Value ($000) $7,900 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 18,605 Value ($000) $4,146 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 9,830 Value ($000) $2,032 Avg Close $186.69 Range $173.30 - $200.95
Q2 2021
Shares 4,575 Value ($000) $996 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,570 Value ($000) $828 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,560 Value ($000) $466 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,340 Value ($000) $349 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,380 Value ($000) $301 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,380 Value ($000) $276 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,380 Value ($000) $351 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,380 Value ($000) $301 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,380 Value ($000) $324 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,380 Value ($000) $322 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 2,380 Value ($000) $302 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 2,380 Value ($000) $363 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 2,380 Value ($000) $322 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 2,380 Value ($000) $351 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 2,380 Value ($000) $375 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 2,460 Value ($000) $307 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 2,460 Value ($000) $264 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 2,460 Value ($000) $228 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 2,765 Value ($000) $256 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 3,000 Value ($000) $266 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 10,288 Value ($000) $780 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 13,338 Value ($000) $1,021 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 215,800 Value ($000) $14,666 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 238,419 Value ($000) $15,583 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 248,946 Value ($000) $21,116 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 251,468 Value ($000) $20,125 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 80,684 Value ($000) $7,385 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 79,329 Value ($000) $7,856 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 70,172 Value ($000) $7,626 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 239,156 Value ($000) $23,765 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 235,976 Value ($000) $21,429 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 235,488 Value ($000) $19,640 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 243,923 Value ($000) $20,121 Avg Close $61.55 Range $57.61 - $65.73