CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Windsor Capital Management, LLC's Holding History (CIK: 0001543100)

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

Q4 2025
Shares 2,155 Value ($000) $1,234 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,154 Value ($000) $1,028 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,178 Value ($000) $845 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,298 Value ($000) $758 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,345 Value ($000) $851 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,454 Value ($000) $960 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,575 Value ($000) $858 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,627 Value ($000) $962 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,675 Value ($000) $791 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,674 Value ($000) $730 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,758 Value ($000) $679 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,818 Value ($000) $645 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,827 Value ($000) $677 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,602 Value ($000) $427 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,602 Value ($000) $465 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,602 Value ($000) $579 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,620 Value ($000) $541 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,619 Value ($000) $502 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,619 Value ($000) $570 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,619 Value ($000) $607 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,862 Value ($000) $521 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,897 Value ($000) $432 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 3,133 Value ($000) $396 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,981 Value ($000) $346 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,743 Value ($000) $405 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,409 Value ($000) $304 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 1,516 Value ($000) $206 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 1,515 Value ($000) $205 Avg Close $114.61 Range $103.38 - $123.15
Q3 2018
Shares 1,776 Value ($000) $270 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 2,021 Value ($000) $274 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 2,019 Value ($000) $297 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 2,112 Value ($000) $332 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 4,035 Value ($000) $433 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 4,035 Value ($000) $433 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 4,625 Value ($000) $429 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 7,825 Value ($000) $725 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 7,132 Value ($000) $633 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 7,135 Value ($000) $540 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 5,340 Value ($000) $408 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 3,387 Value ($000) $230 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 3,282 Value ($000) $214 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 3,751 Value ($000) $318 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 3,040 Value ($000) $243 Avg Close $63.13 Range $59.48 - $69.69
Q2 2014
Shares 2,402 Value ($000) $261 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 2,170 Value ($000) $216 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 1,516 Value ($000) $138 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 1,253 Value ($000) $104 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 177 Value ($000) $15 Avg Close $61.55 Range $57.61 - $65.73