CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025
Shares 2,334 Value ($000) $1,337 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,466 Value ($000) $1,177 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,440 Value ($000) $947 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,117 Value ($000) $698 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,116 Value ($000) $767 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,237 Value ($000) $875 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,237 Value ($000) $745 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,480 Value ($000) $909 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,780 Value ($000) $822 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,562 Value ($000) $700 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 7,651 Value ($000) $1,882 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 7,574 Value ($000) $1,733 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 7,810 Value ($000) $1,871 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 8,917 Value ($000) $1,463 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 8,466 Value ($000) $1,513 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 8,280 Value ($000) $1,845 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,565 Value ($000) $530 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,964 Value ($000) $377 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,953 Value ($000) $425 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,008 Value ($000) $466 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,911 Value ($000) $348 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,911 Value ($000) $285 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 1,771 Value ($000) $224 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 1,912 Value ($000) $222 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 1,861 Value ($000) $275 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,861 Value ($000) $235 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 1,661 Value ($000) $226 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 1,886 Value ($000) $256 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 1,886 Value ($000) $240 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 4,753 Value ($000) $725 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 4,518 Value ($000) $613 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 4,432 Value ($000) $653 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 4,297 Value ($000) $677 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 4,245 Value ($000) $529 Avg Close $96.02 Range $87.71 - $104.79
Q4 2016
Shares 8,478 Value ($000) $786 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 7,667 Value ($000) $681 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 7,670 Value ($000) $581 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 3,681 Value ($000) $282 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 3,272 Value ($000) $222 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 4,107 Value ($000) $268 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 6,482 Value ($000) $550 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 25,385 Value ($000) $2,205 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 21,351 Value ($000) $1,954 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 28,839 Value ($000) $2,856 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 13,595 Value ($000) $1,477 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 26,393 Value ($000) $2,623 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 24,529 Value ($000) $2,227 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 20,224 Value ($000) $1,687 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 19,835 Value ($000) $1,636 Avg Close $61.55 Range $57.61 - $65.73