CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

DT Investment Partners, LLC's Holding History (CIK: 0001537621)

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

Q4 2025

Shares 7,218 Value ($000) $4,135 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 7,855 Value ($000) $3,748 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 9,695 Value ($000) $3,764 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 10,448 Value ($000) $3,446 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 12,474 Value ($000) $4,525 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 12,654 Value ($000) $4,949 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 12,557 Value ($000) $4,183 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 12,539 Value ($000) $4,595 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 13,696 Value ($000) $4,174 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 14,395 Value ($000) $3,930 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 14,532 Value ($000) $4,195 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 14,648 Value ($000) $3,183 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 14,635 Value ($000) $3,506 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 14,595 Value ($000) $2,394 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 15,863 Value ($000) $2,835 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 16,722 Value ($000) $3,726 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 15,079 Value ($000) $3,118 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 15,660 Value ($000) $3,007 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 13,693 Value ($000) $2,980 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 13,417 Value ($000) $3,111 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 16,084 Value ($000) $2,928 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 19,263 Value ($000) $2,873 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 20,109 Value ($000) $2,543 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 11,595 Value ($000) $1,345 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 13,300 Value ($000) $1,964 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,218	$4,135	$555.50	$469.79 - $627.50
Q3 2025	7,855	$3,748	$425.39	$381.75 - $483.95
Q2 2025	9,695	$3,764	$330.84	$264.29 - $386.62
Q1 2025	10,448	$3,446	$351.95	$315.09 - $404.98
Q4 2024	12,474	$4,525	$381.74	$351.93 - $412.27
Q3 2024	12,654	$4,949	$338.69	$301.40 - $389.91
Q2 2024	12,557	$4,183	$338.69	$308.78 - $372.10
Q1 2024	12,539	$4,595	$311.07	$268.51 - $357.70
Q4 2023	13,696	$4,174	$251.22	$216.95 - $290.10
Q3 2023	14,395	$3,930	$261.47	$229.25 - $283.47
Q2 2023	14,532	$4,195	$213.76	$195.84 - $240.81
Q1 2023	14,648	$3,183	$230.59	$201.84 - $253.98
Q4 2022	14,635	$3,506	$206.59	$156.72 - $232.83
Q3 2022	14,595	$2,394	$172.21	$151.58 - $189.11
Q2 2022	15,863	$2,835	$197.29	$164.98 - $221.91
Q1 2022	16,722	$3,726	$195.46	$167.60 - $214.37
Q4 2021	15,079	$3,118	$186.69	$173.30 - $200.95
Q3 2021	15,660	$3,007	$192.08	$172.62 - $206.58
Q2 2021	13,693	$2,980	$211.85	$188.71 - $226.53
Q1 2021	13,417	$3,111	$189.09	$163.90 - $217.37
Q4 2020	16,084	$2,928	$153.98	$129.92 - $167.14
Q3 2020	19,263	$2,873	$126.81	$112.24 - $141.22
Q2 2020	20,109	$2,543	$106.19	$89.90 - $125.54
Q1 2020	11,595	$1,345	$113.38	$77.78 - $132.89
Q4 2019	13,300	$1,964	$123.01	$102.69 - $131.46