CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Capital Investment Advisors, LLC's Holding History (CIK: 0001582732)

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

Q4 2025

Shares 36,970 Value ($000) $21,179 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 37,920 Value ($000) $18,094 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 38,026 Value ($000) $14,762 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 38,078 Value ($000) $12,558 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 38,322 Value ($000) $13,902 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 37,634 Value ($000) $14,720 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 37,807 Value ($000) $12,594 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 38,730 Value ($000) $14,192 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 38,172 Value ($000) $11,286 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 39,066 Value ($000) $10,665 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 67,011 Value ($000) $16,488 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 62,128 Value ($000) $14,217 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 40,571 Value ($000) $10 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 40,646 Value ($000) $6,669 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 40,915 Value ($000) $7,314 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 41,317 Value ($000) $9,206 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 40,835 Value ($000) $8,442 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 39,390 Value ($000) $7,562 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 39,934 Value ($000) $8,691 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 40,431 Value ($000) $9,375 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 104,776 Value ($000) $19,071 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 101,020 Value ($000) $15,067 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 95,735 Value ($000) $12,111 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 87,342 Value ($000) $10,135 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 77,623 Value ($000) $11,463 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 73,718 Value ($000) $9,311 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 66,368 Value ($000) $9,045 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 22,610 Value ($000) $3,063 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 22,443 Value ($000) $2,852 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 22,751 Value ($000) $3,469 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 22,784 Value ($000) $3,091 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 23,019 Value ($000) $3,392 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 24,219 Value ($000) $3,816 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 24,443 Value ($000) $3,048 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 25,645 Value ($000) $2,756 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 25,638 Value ($000) $2,378 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 24,685 Value ($000) $2,289 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 25,396 Value ($000) $2,254 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 24,010 Value ($000) $1,820 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 19,422 Value ($000) $1,487 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 18,325 Value ($000) $1,245 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 20,171 Value ($000) $1,318 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 20,210 Value ($000) $1,714 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 20,358 Value ($000) $1,629 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 19,481 Value ($000) $1,783 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 18,481 Value ($000) $1,830 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 17,943 Value ($000) $1,950 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 18,776 Value ($000) $1,865,764 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 18,088 Value ($000) $1,643 Avg Close $62.67 Range $60.17 - $67.37

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	36,970	$21,179	$555.50	$469.79 - $627.50
Q3 2025	37,920	$18,094	$425.39	$381.75 - $483.95
Q2 2025	38,026	$14,762	$330.84	$264.29 - $386.62
Q1 2025	38,078	$12,558	$351.95	$315.09 - $404.98
Q4 2024	38,322	$13,902	$381.74	$351.93 - $412.27
Q3 2024	37,634	$14,720	$338.69	$301.40 - $389.91
Q2 2024	37,807	$12,594	$338.69	$308.78 - $372.10
Q1 2024	38,730	$14,192	$311.07	$268.51 - $357.70
Q4 2023	38,172	$11,286	$251.22	$216.95 - $290.10
Q3 2023	39,066	$10,665	$261.47	$229.25 - $283.47
Q2 2023	67,011	$16,488	$213.76	$195.84 - $240.81
Q1 2023	62,128	$14,217	$230.59	$201.84 - $253.98
Q4 2022	40,571	$10	$206.59	$156.72 - $232.83
Q3 2022	40,646	$6,669	$172.21	$151.58 - $189.11
Q2 2022	40,915	$7,314	$197.29	$164.98 - $221.91
Q1 2022	41,317	$9,206	$195.46	$167.60 - $214.37
Q4 2021	40,835	$8,442	$186.69	$173.30 - $200.95
Q3 2021	39,390	$7,562	$192.08	$172.62 - $206.58
Q2 2021	39,934	$8,691	$211.85	$188.71 - $226.53
Q1 2021	40,431	$9,375	$189.09	$163.90 - $217.37
Q4 2020	104,776	$19,071	$153.98	$129.92 - $167.14
Q3 2020	101,020	$15,067	$126.81	$112.24 - $141.22
Q2 2020	95,735	$12,111	$106.19	$89.90 - $125.54
Q1 2020	87,342	$10,135	$113.38	$77.78 - $132.89
Q4 2019	77,623	$11,463	$123.01	$102.69 - $131.46
Q3 2019	73,718	$9,311	$111.09	$97.87 - $122.22
Q2 2019	66,368	$9,045	$114.70	$103.20 - $125.83
Q1 2019	22,610	$3,063	$114.61	$103.38 - $123.15
Q4 2018	22,443	$2,852	$111.50	$96.19 - $135.93
Q3 2018	22,751	$3,469	$120.51	$110.40 - $134.53
Q2 2018	22,784	$3,091	$126.53	$112.48 - $137.00
Q1 2018	23,019	$3,392	$133.07	$120.49 - $146.01
Q4 2017	24,219	$3,816	$116.31	$103.45 - $133.20
Q3 2017	24,443	$3,048	$96.02	$87.71 - $104.79
Q2 2017	25,645	$2,756	$84.05	$74.79 - $89.64
Q1 2017	25,638	$2,378	$77.69	$74.24 - $81.74
Q4 2016	24,685	$2,289	$73.74	$65.47 - $79.39
Q3 2016	25,396	$2,254	$66.01	$58.78 - $71.89
Q2 2016	24,010	$1,820	$59.82	$55.25 - $64.10
Q1 2016	19,422	$1,487	$53.06	$44.66 - $61.22
Q4 2015	18,325	$1,245	$54.58	$48.84 - $59.43
Q3 2015	20,171	$1,318	$59.11	$48.76 - $65.71
Q2 2015	20,210	$1,714	$65.86	$60.39 - $68.73
Q1 2015	20,358	$1,629	$63.13	$59.48 - $69.69
Q4 2014	19,481	$1,783	$73.34	$66.42 - $80.82
Q3 2014	18,481	$1,830	$79.29	$73.57 - $83.32
Q2 2014	17,943	$1,950	$78.02	$73.19 - $81.73
Q1 2014	18,776	$1,865,764	$69.69	$63.53 - $74.44
Q4 2013	18,088	$1,643	$62.67	$60.17 - $67.37