CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Winch Advisory Services, LLC's Holding History (CIK: 0001585822)

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

Q4 2025
Shares 252 Value ($000) $144 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 267 Value ($000) $127 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 267 Value ($000) $104 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 26 Value ($000) $8 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 26 Value ($000) $9 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 26 Value ($000) $10 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 25 Value ($000) $8 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 25 Value ($000) $9 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 25 Value ($000) $7 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 25 Value ($000) $0 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 25 Value ($000) $0 Avg Close $213.76 Range $195.84 - $240.81
Q3 2020
Shares 1 Value ($000) $0 Avg Close $126.81 Range $112.24 - $141.22
Q4 2019
Shares 618 Value ($000) $91 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 703 Value ($000) $89 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 712 Value ($000) $97 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 712 Value ($000) $96 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 751 Value ($000) $95 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 284 Value ($000) $43 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 753 Value ($000) $102 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 824 Value ($000) $121 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 750 Value ($000) $118 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 558 Value ($000) $75 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 87 Value ($000) $9 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 87 Value ($000) $8 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 87 Value ($000) $8 Avg Close $73.74 Range $65.47 - $79.39
Q2 2016
Shares 127 Value ($000) $10 Avg Close $59.82 Range $55.25 - $64.10
Q4 2015
Shares 92 Value ($000) $6 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 156 Value ($000) $10 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 55 Value ($000) $5 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 55 Value ($000) $4 Avg Close $63.13 Range $59.48 - $69.69
Q3 2014
Shares 25 Value ($000) $3 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 19,921 Value ($000) $2,165 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 4,540 Value ($000) $451 Avg Close $69.69 Range $63.53 - $74.44