CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

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

Q4 2025
Shares 2,042 Value ($000) $1,170 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,432 Value ($000) $683 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,670 Value ($000) $648 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,650 Value ($000) $544 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,952 Value ($000) $1,071 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,141 Value ($000) $1,228 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,576 Value ($000) $1,191 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,737 Value ($000) $1,369 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,824 Value ($000) $1,131 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,645 Value ($000) $995 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,848 Value ($000) $947 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,654 Value ($000) $836 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,548 Value ($000) $850 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,443 Value ($000) $565 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 9,507 Value ($000) $1,699 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 9,293 Value ($000) $2,070 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 9,305 Value ($000) $1,924 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 9,399 Value ($000) $1,804 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 7,598 Value ($000) $1,654 Avg Close $211.85 Range $188.71 - $226.53
Q4 2020
Shares 11,026 Value ($000) $2,007 Avg Close $153.98 Range $129.92 - $167.14
Q4 2019
Shares 15,704 Value ($000) $2,319 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 15,885 Value ($000) $2,006 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 16,415 Value ($000) $2,237 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 17,575 Value ($000) $2,381 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 16,951 Value ($000) $2,154 Avg Close $111.50 Range $96.19 - $135.93
Q1 2018
Shares 1,628 Value ($000) $240 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,838 Value ($000) $290 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 1,805 Value ($000) $225 Avg Close $96.02 Range $87.71 - $104.79
Q3 2016
Shares 2,798 Value ($000) $248 Avg Close $66.01 Range $58.78 - $71.89
Q1 2016
Shares 3,770 Value ($000) $289 Avg Close $53.06 Range $44.66 - $61.22
Q3 2015
Shares 1,804 Value ($000) $117 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 866 Value ($000) $73 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 866 Value ($000) $69 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 567 Value ($000) $52 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 4,595 Value ($000) $455 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 4,605 Value ($000) $500 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 5,581 Value ($000) $555 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 4,784 Value ($000) $434 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 6,282 Value ($000) $524 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 5,863 Value ($000) $484 Avg Close $61.55 Range $57.61 - $65.73