CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Chicago Partners Investment Group LLC's Holding History (CIK: 0001563525)

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

Q4 2025
Shares 3,445 Value ($000) $2,159 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,051 Value ($000) $1,600 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,578 Value ($000) $1,102 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,497 Value ($000) $800 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,389 Value ($000) $863 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,113 Value ($000) $815 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,195 Value ($000) $750 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,958 Value ($000) $711 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,869 Value ($000) $543 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,093 Value ($000) $518 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,971 Value ($000) $567 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,107 Value ($000) $471 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,849 Value ($000) $462 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,837 Value ($000) $420 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,466 Value ($000) $291 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,334 Value ($000) $277 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,343 Value ($000) $268 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,486 Value ($000) $310 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,233 Value ($000) $260 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,491 Value ($000) $344 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,201 Value ($000) $231 Avg Close $153.98 Range $129.92 - $167.14
Q2 2020
Shares 1,681 Value ($000) $235 Avg Close $106.19 Range $89.90 - $125.54
Q4 2019
Shares 1,421 Value ($000) $210 Avg Close $123.01 Range $102.69 - $131.46
Q3 2018
Shares 1,764 Value ($000) $201 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 1,436 Value ($000) $195 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 1,435 Value ($000) $211 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,361 Value ($000) $214 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 1,359 Value ($000) $170 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 1,152 Value ($000) $118 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 656 Value ($000) $61 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 555 Value ($000) $51 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 554 Value ($000) $49 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 553 Value ($000) $42 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 551 Value ($000) $42 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 550 Value ($000) $37 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 549 Value ($000) $36 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 440 Value ($000) $37 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 385 Value ($000) $35 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 440 Value ($000) $40 Avg Close $73.34 Range $66.42 - $80.82