CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

LVW Advisors, LLC's Holding History (CIK: 0001576053)

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

Q4 2025
Shares 1,240 Value ($000) $710 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,644 Value ($000) $784 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,538 Value ($000) $597 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,146 Value ($000) $708 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,265 Value ($000) $822 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,614 Value ($000) $1,022 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,242 Value ($000) $1,080 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,687 Value ($000) $985 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,757 Value ($000) $519 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,553 Value ($000) $424 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,395 Value ($000) $343 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,697 Value ($000) $388 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,458 Value ($000) $349 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,416 Value ($000) $232 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,343 Value ($000) $240 Avg Close $197.29 Range $164.98 - $221.91
Q2 2021
Shares 917 Value ($000) $200 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 917 Value ($000) $213 Avg Close $189.09 Range $163.90 - $217.37
Q2 2020
Shares 1,989 Value ($000) $252 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,051 Value ($000) $238 Avg Close $113.38 Range $77.78 - $132.89
Q3 2019
Shares 2,000 Value ($000) $253 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 1,556 Value ($000) $212 Avg Close $114.70 Range $103.20 - $125.83