CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 2,523 Value ($000) $1,445 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,568 Value ($000) $1,225 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,568 Value ($000) $997 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,568 Value ($000) $847 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,570 Value ($000) $932 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,568 Value ($000) $1,004 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,556 Value ($000) $851 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,556 Value ($000) $937 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,556 Value ($000) $756 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,556 Value ($000) $698 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,556 Value ($000) $629 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,556 Value ($000) $585 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,556 Value ($000) $612 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,556 Value ($000) $419 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,556 Value ($000) $457 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,556 Value ($000) $570 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,586 Value ($000) $535 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,586 Value ($000) $496,434 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,556 Value ($000) $556,262 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,785 Value ($000) $413,888 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,785 Value ($000) $325 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,785 Value ($000) $266,233 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 1,785 Value ($000) $225,803 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 1,400 Value ($000) $162,456 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 1,400 Value ($000) $206,752 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,400 Value ($000) $176 Avg Close $111.09 Range $97.87 - $122.22
Q1 2019
Shares 56 Value ($000) $7,611 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 56 Value ($000) $7 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 56 Value ($000) $8 Avg Close $120.51 Range $110.40 - $134.53