CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CapWealth Advisors, LLC's Holding History (CIK: 0001531809)

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

Q4 2025
Shares 420 Value ($000) $241 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 420 Value ($000) $200 Avg Close $425.39 Range $381.75 - $483.95
Q4 2023
Shares 1,542 Value ($000) $456 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,542 Value ($000) $421 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,169 Value ($000) $288 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,186 Value ($000) $271 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,176 Value ($000) $282 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 1,176 Value ($000) $210 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,176 Value ($000) $262 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,176 Value ($000) $243 Avg Close $186.69 Range $173.30 - $200.95
Q1 2018
Shares 1,465 Value ($000) $216 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,505 Value ($000) $237 Avg Close $116.31 Range $103.45 - $133.20
Q3 2016
Shares 1,610 Value ($000) $143 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 1,685 Value ($000) $128 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 1,585 Value ($000) $121 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 1,585 Value ($000) $108 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 1,320 Value ($000) $86 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 27,646 Value ($000) $2,345 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 24,216 Value ($000) $1,938 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 22,836 Value ($000) $2,090 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 17,871 Value ($000) $1,770 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 16,536 Value ($000) $1,797 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 12,546 Value ($000) $1,247 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 11,686 Value ($000) $1,061 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 64,939 Value ($000) $5,416 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 64,049 Value ($000) $5,283 Avg Close $61.55 Range $57.61 - $65.73