CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Joel Isaacson & Co., LLC's Holding History (CIK: 0001599330)

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

Q4 2025
Shares 4,315 Value ($000) $2,472 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,076 Value ($000) $1,945 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,776 Value ($000) $1,077 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,729 Value ($000) $900 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,728 Value ($000) $990 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,727 Value ($000) $1,067 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,726 Value ($000) $908 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,733 Value ($000) $1,001 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,732 Value ($000) $808 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,728 Value ($000) $745 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,727 Value ($000) $671 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,725 Value ($000) $624 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,424 Value ($000) $581 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,422 Value ($000) $397 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,171 Value ($000) $209 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,169 Value ($000) $269 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,167 Value ($000) $241 Avg Close $186.69 Range $173.30 - $200.95
Q2 2021
Shares 1,011 Value ($000) $220 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,012 Value ($000) $235 Avg Close $189.09 Range $163.90 - $217.37
Q1 2018
Shares 1,851 Value ($000) $273 Avg Close $133.07 Range $120.49 - $146.01
Q4 2016
Shares 983 Value ($000) $91 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 982 Value ($000) $87 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 981 Value ($000) $74 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 980 Value ($000) $75 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 978 Value ($000) $66 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 977 Value ($000) $64 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 976 Value ($000) $83 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 975 Value ($000) $78 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 474 Value ($000) $43 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 572 Value ($000) $57 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 571 Value ($000) $62 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 471 Value ($000) $47 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 471 Value ($000) $43 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 471 Value ($000) $39 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 471 Value ($000) $39 Avg Close $61.55 Range $57.61 - $65.73
Q1 2013
Shares 350 Value ($000) $30 Avg Close $67.15 Range $61.79 - $71.80
Q4 2012
Shares 350 Value ($000) $31 Avg Close — Range —