CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

INVESTMENT HOUSE LLC's Holding History (CIK: 0001566030)

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

Q4 2025

Shares 5,808 Value ($000) $3,327 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 5,808 Value ($000) $2,771 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 5,808 Value ($000) $2,255 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 5,708 Value ($000) $1,882 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,733 Value ($000) $2,080 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,783 Value ($000) $2,262 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 5,623 Value ($000) $1,873 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,623 Value ($000) $2,060 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,623 Value ($000) $1,663 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,623 Value ($000) $1,535 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 5,623 Value ($000) $1,384 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,205 Value ($000) $1,420 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,105 Value ($000) $1,462 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 5,940 Value ($000) $975 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 4,728 Value ($000) $845 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,728 Value ($000) $1,053 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,828 Value ($000) $998 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,828 Value ($000) $927 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 6,106 Value ($000) $1,328 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 6,106 Value ($000) $1,416 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 9,705 Value ($000) $1,767 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 10,006 Value ($000) $1,492 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 10,006 Value ($000) $1,266 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 6,406 Value ($000) $743 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 6,406 Value ($000) $946 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 6,406 Value ($000) $809 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 6,406 Value ($000) $873 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 6,456 Value ($000) $875 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 6,756 Value ($000) $858 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 10,064 Value ($000) $1,535 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 10,264 Value ($000) $1,392 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 9,918 Value ($000) $1,462 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 10,387 Value ($000) $1,637 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 10,387 Value ($000) $1,295 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 10,387 Value ($000) $1,116 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 10,687 Value ($000) $991 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 11,087 Value ($000) $1,028 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 10,987 Value ($000) $975 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 10,987 Value ($000) $833 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 12,287 Value ($000) $940 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 12,287 Value ($000) $835 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 13,036 Value ($000) $852 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 13,136 Value ($000) $1,114 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 13,136 Value ($000) $1,051 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 13,136 Value ($000) $1,202 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 13,137 Value ($000) $1,301 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 12,987 Value ($000) $1,411 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 14,087 Value ($000) $1,399 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 15,437 Value ($000) $1,402 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 16,187 Value ($000) $1,350 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 15,837 Value ($000) $1,306 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,808	$3,327	$555.50	$469.79 - $627.50
Q3 2025	5,808	$2,771	$425.39	$381.75 - $483.95
Q2 2025	5,808	$2,255	$330.84	$264.29 - $386.62
Q1 2025	5,708	$1,882	$351.95	$315.09 - $404.98
Q4 2024	5,733	$2,080	$381.74	$351.93 - $412.27
Q3 2024	5,783	$2,262	$338.69	$301.40 - $389.91
Q2 2024	5,623	$1,873	$338.69	$308.78 - $372.10
Q1 2024	5,623	$2,060	$311.07	$268.51 - $357.70
Q4 2023	5,623	$1,663	$251.22	$216.95 - $290.10
Q3 2023	5,623	$1,535	$261.47	$229.25 - $283.47
Q2 2023	5,623	$1,384	$213.76	$195.84 - $240.81
Q1 2023	6,205	$1,420	$230.59	$201.84 - $253.98
Q4 2022	6,105	$1,462	$206.59	$156.72 - $232.83
Q3 2022	5,940	$975	$172.21	$151.58 - $189.11
Q2 2022	4,728	$845	$197.29	$164.98 - $221.91
Q1 2022	4,728	$1,053	$195.46	$167.60 - $214.37
Q4 2021	4,828	$998	$186.69	$173.30 - $200.95
Q3 2021	4,828	$927	$192.08	$172.62 - $206.58
Q2 2021	6,106	$1,328	$211.85	$188.71 - $226.53
Q1 2021	6,106	$1,416	$189.09	$163.90 - $217.37
Q4 2020	9,705	$1,767	$153.98	$129.92 - $167.14
Q3 2020	10,006	$1,492	$126.81	$112.24 - $141.22
Q2 2020	10,006	$1,266	$106.19	$89.90 - $125.54
Q1 2020	6,406	$743	$113.38	$77.78 - $132.89
Q4 2019	6,406	$946	$123.01	$102.69 - $131.46
Q3 2019	6,406	$809	$111.09	$97.87 - $122.22
Q2 2019	6,406	$873	$114.70	$103.20 - $125.83
Q1 2019	6,456	$875	$114.61	$103.38 - $123.15
Q4 2018	6,756	$858	$111.50	$96.19 - $135.93
Q3 2018	10,064	$1,535	$120.51	$110.40 - $134.53
Q2 2018	10,264	$1,392	$126.53	$112.48 - $137.00
Q1 2018	9,918	$1,462	$133.07	$120.49 - $146.01
Q4 2017	10,387	$1,637	$116.31	$103.45 - $133.20
Q3 2017	10,387	$1,295	$96.02	$87.71 - $104.79
Q2 2017	10,387	$1,116	$84.05	$74.79 - $89.64
Q1 2017	10,687	$991	$77.69	$74.24 - $81.74
Q4 2016	11,087	$1,028	$73.74	$65.47 - $79.39
Q3 2016	10,987	$975	$66.01	$58.78 - $71.89
Q2 2016	10,987	$833	$59.82	$55.25 - $64.10
Q1 2016	12,287	$940	$53.06	$44.66 - $61.22
Q4 2015	12,287	$835	$54.58	$48.84 - $59.43
Q3 2015	13,036	$852	$59.11	$48.76 - $65.71
Q2 2015	13,136	$1,114	$65.86	$60.39 - $68.73
Q1 2015	13,136	$1,051	$63.13	$59.48 - $69.69
Q4 2014	13,136	$1,202	$73.34	$66.42 - $80.82
Q3 2014	13,137	$1,301	$79.29	$73.57 - $83.32
Q2 2014	12,987	$1,411	$78.02	$73.19 - $81.73
Q1 2014	14,087	$1,399	$69.69	$63.53 - $74.44
Q4 2013	15,437	$1,402	$62.67	$60.17 - $67.37
Q3 2013	16,187	$1,350	$61.64	$58.99 - $64.50
Q2 2013	15,837	$1,306	$61.55	$57.61 - $65.73