CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 48,166 Value ($000) $27,593 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 25,720 Value ($000) $12,272 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 24,300 Value ($000) $9,434 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 23,798 Value ($000) $7,849 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 21,529 Value ($000) $7,810 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 14,551 Value ($000) $5,691 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 14,610 Value ($000) $4,867 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 10,620 Value ($000) $3,891 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,606 Value ($000) $1,953 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 7,919 Value ($000) $2,162 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 7,243 Value ($000) $1,782 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,680 Value ($000) $1,071 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 4,224 Value ($000) $1,012 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,758 Value ($000) $617 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,307 Value ($000) $591 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,319 Value ($000) $740 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,225 Value ($000) $649 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,804 Value ($000) $793 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,796 Value ($000) $830 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,271 Value ($000) $769 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,816 Value ($000) $360 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,806 Value ($000) $284 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 1,804 Value ($000) $254 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 1,803 Value ($000) $209 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 1,776 Value ($000) $244 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,779 Value ($000) $225 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 1,679 Value ($000) $229 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 1,679 Value ($000) $227 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 2,189 Value ($000) $278 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 8,988 Value ($000) $1,371 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 8,478 Value ($000) $1,150 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 8,278 Value ($000) $1,220 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 7,541 Value ($000) $1,189 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 7,224 Value ($000) $901 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 7,224 Value ($000) $776 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 7,224 Value ($000) $670 Avg Close $77.69 Range $74.24 - $81.74
Q3 2015
Shares 257 Value ($000) $17 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 257 Value ($000) $22 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 330 Value ($000) $26 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 294 Value ($000) $27 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 344 Value ($000) $34 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 137 Value ($000) $15 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 85 Value ($000) $8 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 2,389 Value ($000) $217 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 2,430 Value ($000) $203 Avg Close $61.64 Range $58.99 - $64.50