CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Pure Financial Advisors, LLC's Holding History (CIK: 0001571556)

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

Q4 2025

Shares 18,275 Value ($000) $10,469 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 17,770 Value ($000) $8,479 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 18,650 Value ($000) $7,240 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 11,187 Value ($000) $3,689 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 10,699 Value ($000) $3,881 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 10,258 Value ($000) $4,012 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 10,675 Value ($000) $3,556 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 10,356 Value ($000) $3,795 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 8,678 Value ($000) $2,566 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 8,486 Value ($000) $2,317 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 8,771 Value ($000) $2,158 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 8,811 Value ($000) $2,016 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 8,726 Value ($000) $2,090 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 9,035 Value ($000) $1,483 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 8,897 Value ($000) $1,590 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 8,813 Value ($000) $1,964 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 1,583 Value ($000) $327 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 1,488 Value ($000) $286 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 1,387 Value ($000) $302 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 1,886 Value ($000) $437 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 1,964 Value ($000) $357 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 1,384 Value ($000) $206 Avg Close $126.81 Range $112.24 - $141.22

Q4 2018

Shares 1,625 Value ($000) $206 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 1,625 Value ($000) $248 Avg Close $120.51 Range $110.40 - $134.53

Q3 2017

Shares 2,020 Value ($000) $252 Avg Close $96.02 Range $87.71 - $104.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,275	$10,469	$555.50	$469.79 - $627.50
Q3 2025	17,770	$8,479	$425.39	$381.75 - $483.95
Q2 2025	18,650	$7,240	$330.84	$264.29 - $386.62
Q1 2025	11,187	$3,689	$351.95	$315.09 - $404.98
Q4 2024	10,699	$3,881	$381.74	$351.93 - $412.27
Q3 2024	10,258	$4,012	$338.69	$301.40 - $389.91
Q2 2024	10,675	$3,556	$338.69	$308.78 - $372.10
Q1 2024	10,356	$3,795	$311.07	$268.51 - $357.70
Q4 2023	8,678	$2,566	$251.22	$216.95 - $290.10
Q3 2023	8,486	$2,317	$261.47	$229.25 - $283.47
Q2 2023	8,771	$2,158	$213.76	$195.84 - $240.81
Q1 2023	8,811	$2,016	$230.59	$201.84 - $253.98
Q4 2022	8,726	$2,090	$206.59	$156.72 - $232.83
Q3 2022	9,035	$1,483	$172.21	$151.58 - $189.11
Q2 2022	8,897	$1,590	$197.29	$164.98 - $221.91
Q1 2022	8,813	$1,964	$195.46	$167.60 - $214.37
Q4 2021	1,583	$327	$186.69	$173.30 - $200.95
Q3 2021	1,488	$286	$192.08	$172.62 - $206.58
Q2 2021	1,387	$302	$211.85	$188.71 - $226.53
Q1 2021	1,886	$437	$189.09	$163.90 - $217.37
Q4 2020	1,964	$357	$153.98	$129.92 - $167.14
Q3 2020	1,384	$206	$126.81	$112.24 - $141.22
Q4 2018	1,625	$206	$111.50	$96.19 - $135.93
Q3 2018	1,625	$248	$120.51	$110.40 - $134.53
Q3 2017	2,020	$252	$96.02	$87.71 - $104.79