CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Waldron Private Wealth LLC's Holding History (CIK: 0001598180)

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

Q4 2025
Shares 3,567 Value ($000) $2,043 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,608 Value ($000) $1,722 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,608 Value ($000) $1,401 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,608 Value ($000) $1,190 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 9,794 Value ($000) $3,553 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 4,829 Value ($000) $1,889 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,771 Value ($000) $1,589 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,722 Value ($000) $1,730 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 4,497 Value ($000) $1,330 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 4,563 Value ($000) $1,246 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 4,524 Value ($000) $1,113 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 9,558 Value ($000) $2,187 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 9,120 Value ($000) $1 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 9,120 Value ($000) $1,496 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 9,369 Value ($000) $1,674 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 9,052 Value ($000) $2,016 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 8,859 Value ($000) $1,831 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,941 Value ($000) $756 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,201 Value ($000) $696 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,130 Value ($000) $725 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,109 Value ($000) $565 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 3,109 Value ($000) $463 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,867 Value ($000) $362 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,661 Value ($000) $308 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,656 Value ($000) $392 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,656 Value ($000) $335 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,839 Value ($000) $386 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 3,260 Value ($000) $441 Avg Close $114.61 Range $103.38 - $123.15
Q3 2016
Shares 4,472 Value ($000) $396 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 4,472 Value ($000) $339 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 4,271 Value ($000) $326 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 5,353 Value ($000) $363 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 5,516 Value ($000) $360 Avg Close $59.11 Range $48.76 - $65.71