CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Adviser Investments LLC's Holding History (CIK: 0001544576)

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

Q4 2025
Shares 109,833 Value ($000) $62,920 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 107,770 Value ($000) $51,423 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 89,179 Value ($000) $34,620 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 95,599 Value ($000) $31,529 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 66,151 Value ($000) $23,997 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 29,362 Value ($000) $11,484 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 30,236 Value ($000) $10,072 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 30,066 Value ($000) $11,017 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 30,780 Value ($000) $9,101 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 21,523 Value ($000) $5,876 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 21,216 Value ($000) $5,220 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,584 Value ($000) $1,049 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 4,594 Value ($000) $1,152 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 5,787 Value ($000) $950 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 4,384 Value ($000) $784 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 4,382 Value ($000) $976 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 4,230 Value ($000) $874 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 4,207 Value ($000) $808 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 4,160 Value ($000) $905 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,470 Value ($000) $804 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,289 Value ($000) $599 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 3,220 Value ($000) $480 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 3,377 Value ($000) $427 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,731 Value ($000) $317 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,729 Value ($000) $403 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,728 Value ($000) $345 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,727 Value ($000) $372 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,726 Value ($000) $369 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 2,265 Value ($000) $288 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 1,429 Value ($000) $218 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 1,427 Value ($000) $194 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 1,267 Value ($000) $187 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,507 Value ($000) $238 Avg Close $116.31 Range $103.45 - $133.20