CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

NAPLES GLOBAL ADVISORS, LLC's Holding History (CIK: 0001582151)

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

Q4 2025
Shares 9,717 Value ($000) $5,566 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 9,902 Value ($000) $4,725 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 10,290 Value ($000) $3,995 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 10,257 Value ($000) $3,383 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 9,849 Value ($000) $3,573 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 10,053 Value ($000) $3,932 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 10,187 Value ($000) $3,393 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 10,216 Value ($000) $3,743 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 10,445 Value ($000) $3,088 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 10,404 Value ($000) $2,840 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 10,072 Value ($000) $2,478 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 9,314 Value ($000) $2,131 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 9,494 Value ($000) $2,274 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 9,488 Value ($000) $1,557 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 8,883 Value ($000) $1,588 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 8,843 Value ($000) $1,970 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 8,837 Value ($000) $1,827 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 8,820 Value ($000) $1,693 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 8,501 Value ($000) $1,850 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 8,477 Value ($000) $1,966 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 7,619 Value ($000) $1,387 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 7,714 Value ($000) $1,151 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 7,707 Value ($000) $975 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 8,129 Value ($000) $943 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 7,211 Value ($000) $1,065 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 6,315 Value ($000) $798 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 4,399 Value ($000) $600 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 3,734 Value ($000) $506 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 3,684 Value ($000) $490 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 3,134 Value ($000) $478 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 1,784 Value ($000) $242 Avg Close $126.53 Range $112.48 - $137.00
Q2 2015
Shares 5,405 Value ($000) $458 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 5,911 Value ($000) $473 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 5,574 Value ($000) $510 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 5,450 Value ($000) $540 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 5,450 Value ($000) $592 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 5,375 Value ($000) $534 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 4,590 Value ($000) $417 Avg Close $62.67 Range $60.17 - $67.37