CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 22,257 Value ($000) $12,751 Avg Close $555.50 Range $469.79 - $627.50
Q2 2025
Shares 19,208 Value ($000) $7,457 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 17,319 Value ($000) $5,712 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 17,613 Value ($000) $6,389 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 18,032 Value ($000) $7,053 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 11,632 Value ($000) $3,874 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 10,466 Value ($000) $3,835 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 8,878 Value ($000) $2,625 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 8,474 Value ($000) $2,313 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,759 Value ($000) $2,068 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 7,586 Value ($000) $347 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 5,716 Value ($000) $1,369 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 5,802 Value ($000) $1,037 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 5,543 Value ($000) $1,235 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 5,403 Value ($000) $1,117 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 4,471 Value ($000) $858 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 4,492 Value ($000) $978 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 4,117 Value ($000) $955 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,696 Value ($000) $673 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 3,001 Value ($000) $448 Avg Close $126.81 Range $112.24 - $141.22
Q1 2020
Shares 2,780 Value ($000) $323 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 11,121 Value ($000) $1,642 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 8,721 Value ($000) $1,102 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 8,554 Value ($000) $1,166 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 8,769 Value ($000) $1,188 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 9,473 Value ($000) $1,204 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 3,169 Value ($000) $483 Avg Close $120.51 Range $110.40 - $134.53
Q4 2015
Shares 3,604 Value ($000) $245 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 3,764 Value ($000) $246 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 4,488 Value ($000) $380,655 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 4,936 Value ($000) $395,001 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 7,668 Value ($000) $702 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 6,997 Value ($000) $693 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 7,270 Value ($000) $790 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 7,009 Value ($000) $696 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 7,762 Value ($000) $705 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 7,490 Value ($000) $625 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 8,730 Value ($000) $720 Avg Close $61.55 Range $57.61 - $65.73