CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Atria Investments, Inc's Holding History (CIK: 0001535865)

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

Q4 2025

Shares 16,489 Value ($000) $9,446 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 18,935 Value ($000) $9,035 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 24,337 Value ($000) $9,448 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 31,833 Value ($000) $10,499 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 30,741 Value ($000) $11,151 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 33,853 Value ($000) $13,241 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 43,046 Value ($000) $14,339 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 45,729 Value ($000) $16,753 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 42,430 Value ($000) $12,543 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 43,561 Value ($000) $11,891 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 41,358 Value ($000) $10,175 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 41,580 Value ($000) $9,515 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 40,323 Value ($000) $9,659 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 36,512 Value ($000) $5,991 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 41,940 Value ($000) $7,497 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 49,666 Value ($000) $11,066 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 46,042 Value ($000) $9,519 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 41,842 Value ($000) $8,032 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 42,859 Value ($000) $9,327 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 44,008 Value ($000) $10,204 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 31,892 Value ($000) $5,805 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 27,968 Value ($000) $4,171 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 22,994 Value ($000) $2,909 Avg Close $106.19 Range $89.90 - $125.54

Q4 2019

Shares 19,443 Value ($000) $2,871 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 10,259 Value ($000) $1,296 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 10,155 Value ($000) $1,181 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 11,828 Value ($000) $1,603 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 6,389 Value ($000) $812 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 7,848 Value ($000) $1,197 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 10,182 Value ($000) $1,381 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 9,142 Value ($000) $1,347 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 6,736 Value ($000) $1,061 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 26,939 Value ($000) $3,360 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 28,529 Value ($000) $3,066 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 29,654 Value ($000) $2,751 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 21,418 Value ($000) $1,986 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 14,606 Value ($000) $1,297 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 11,163 Value ($000) $857 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 7,911 Value ($000) $605 Avg Close $53.06 Range $44.66 - $61.22

Q3 2015

Shares 3,503 Value ($000) $229 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 4,071 Value ($000) $345 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 4,489 Value ($000) $359 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 3,865 Value ($000) $354 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 4,017 Value ($000) $398 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 3,182 Value ($000) $346 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 3,247 Value ($000) $323 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 3,372 Value ($000) $306 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 3,584 Value ($000) $299 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 4,859 Value ($000) $401 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,489	$9,446	$555.50	$469.79 - $627.50
Q3 2025	18,935	$9,035	$425.39	$381.75 - $483.95
Q2 2025	24,337	$9,448	$330.84	$264.29 - $386.62
Q1 2025	31,833	$10,499	$351.95	$315.09 - $404.98
Q4 2024	30,741	$11,151	$381.74	$351.93 - $412.27
Q3 2024	33,853	$13,241	$338.69	$301.40 - $389.91
Q2 2024	43,046	$14,339	$338.69	$308.78 - $372.10
Q1 2024	45,729	$16,753	$311.07	$268.51 - $357.70
Q4 2023	42,430	$12,543	$251.22	$216.95 - $290.10
Q3 2023	43,561	$11,891	$261.47	$229.25 - $283.47
Q2 2023	41,358	$10,175	$213.76	$195.84 - $240.81
Q1 2023	41,580	$9,515	$230.59	$201.84 - $253.98
Q4 2022	40,323	$9,659	$206.59	$156.72 - $232.83
Q3 2022	36,512	$5,991	$172.21	$151.58 - $189.11
Q2 2022	41,940	$7,497	$197.29	$164.98 - $221.91
Q1 2022	49,666	$11,066	$195.46	$167.60 - $214.37
Q4 2021	46,042	$9,519	$186.69	$173.30 - $200.95
Q3 2021	41,842	$8,032	$192.08	$172.62 - $206.58
Q2 2021	42,859	$9,327	$211.85	$188.71 - $226.53
Q1 2021	44,008	$10,204	$189.09	$163.90 - $217.37
Q4 2020	31,892	$5,805	$153.98	$129.92 - $167.14
Q3 2020	27,968	$4,171	$126.81	$112.24 - $141.22
Q2 2020	22,994	$2,909	$106.19	$89.90 - $125.54
Q4 2019	19,443	$2,871	$123.01	$102.69 - $131.46
Q3 2019	10,259	$1,296	$111.09	$97.87 - $122.22
Q2 2019	10,155	$1,181	$114.70	$103.20 - $125.83
Q1 2019	11,828	$1,603	$114.61	$103.38 - $123.15
Q4 2018	6,389	$812	$111.50	$96.19 - $135.93
Q3 2018	7,848	$1,197	$120.51	$110.40 - $134.53
Q2 2018	10,182	$1,381	$126.53	$112.48 - $137.00
Q1 2018	9,142	$1,347	$133.07	$120.49 - $146.01
Q4 2017	6,736	$1,061	$116.31	$103.45 - $133.20
Q3 2017	26,939	$3,360	$96.02	$87.71 - $104.79
Q2 2017	28,529	$3,066	$84.05	$74.79 - $89.64
Q1 2017	29,654	$2,751	$77.69	$74.24 - $81.74
Q4 2016	21,418	$1,986	$73.74	$65.47 - $79.39
Q3 2016	14,606	$1,297	$66.01	$58.78 - $71.89
Q2 2016	11,163	$857	$59.82	$55.25 - $64.10
Q1 2016	7,911	$605	$53.06	$44.66 - $61.22
Q3 2015	3,503	$229	$59.11	$48.76 - $65.71
Q2 2015	4,071	$345	$65.86	$60.39 - $68.73
Q1 2015	4,489	$359	$63.13	$59.48 - $69.69
Q4 2014	3,865	$354	$73.34	$66.42 - $80.82
Q3 2014	4,017	$398	$79.29	$73.57 - $83.32
Q2 2014	3,182	$346	$78.02	$73.19 - $81.73
Q1 2014	3,247	$323	$69.69	$63.53 - $74.44
Q4 2013	3,372	$306	$62.67	$60.17 - $67.37
Q3 2013	3,584	$299	$61.64	$58.99 - $64.50
Q2 2013	4,859	$401	$61.55	$57.61 - $65.73