CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Trust Investment Advisors's Holding History (CIK: 0001597690)

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

Q4 2025
Shares 6,739 Value ($000) $3,861 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 6,465 Value ($000) $3,085 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 6,422 Value ($000) $2,493 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 6,767 Value ($000) $2,232 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 7,221 Value ($000) $2,620 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 6,692 Value ($000) $2,618 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 7,249 Value ($000) $2,415 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 7,687 Value ($000) $2,817 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 7,735 Value ($000) $2,287 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 7,723 Value ($000) $2,108 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 8,089 Value ($000) $1,990 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 8,157 Value ($000) $1,867 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 8,407 Value ($000) $2,014 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 8,111 Value ($000) $1,331 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 8,153 Value ($000) $1,457 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 8,545 Value ($000) $1,904 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 8,457 Value ($000) $1,748 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 8,128 Value ($000) $1,560 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 8,785 Value ($000) $1,912 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 8,819 Value ($000) $2,045 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 9,380 Value ($000) $1,707 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 9,469 Value ($000) $1,412 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 9,370 Value ($000) $1,185 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 9,495 Value ($000) $1,102 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 9,510 Value ($000) $1,404 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 9,510 Value ($000) $1,201 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 9,960 Value ($000) $1,357 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 11,080 Value ($000) $1,501 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 12,080 Value ($000) $1,535 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 12,230 Value ($000) $1,865 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 12,180 Value ($000) $1,652 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 12,380 Value ($000) $1,825 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 13,130 Value ($000) $2,069 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 13,530 Value ($000) $1,687 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 15,730 Value ($000) $1,690 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 16,080 Value ($000) $1,492 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 16,030 Value ($000) $1,487 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 16,000 Value ($000) $1,420 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 16,400 Value ($000) $1,243 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 16,125 Value ($000) $1,234 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 15,280 Value ($000) $1,038 Avg Close $54.58 Range $48.84 - $59.43
Q1 2015
Shares 5,235 Value ($000) $419 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 3,935 Value ($000) $360 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 4,985 Value ($000) $494 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 4,985 Value ($000) $542 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 5,260 Value ($000) $523 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 5,500 Value ($000) $499 Avg Close $62.67 Range $60.17 - $67.37