CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Arete Wealth Advisors, LLC's Holding History (CIK: 0001600151)

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

Q4 2025
Shares 6,377 Value ($000) $4 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 7,189 Value ($000) $3 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 6,977 Value ($000) $3 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 9,063 Value ($000) $3 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 7,147 Value ($000) $3 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 6,622 Value ($000) $3 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 6,751 Value ($000) $2 Avg Close $338.69 Range $308.78 - $372.10
Q4 2023
Shares 8,747 Value ($000) $2,586 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,478 Value ($000) $1,769 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 7,452 Value ($000) $2 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 5,723 Value ($000) $1 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 5,607 Value ($000) $1,343,271 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 4,585 Value ($000) $752 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,260 Value ($000) $583 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,055 Value ($000) $681 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,966 Value ($000) $614 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,378 Value ($000) $648 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,095 Value ($000) $553 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,516 Value ($000) $351 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,113 Value ($000) $203 Avg Close $153.98 Range $129.92 - $167.14
Q3 2018
Shares 1,678 Value ($000) $256 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 1,689 Value ($000) $229 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 6,660 Value ($000) $982 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,754 Value ($000) $276 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 17,957 Value ($000) $2,239 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 18,216 Value ($000) $1,958 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 31,924 Value ($000) $2,961 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 31,856 Value ($000) $2,954 Avg Close $73.74 Range $65.47 - $79.39
Q2 2015
Shares 2,741 Value ($000) $232 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 2,815 Value ($000) $225 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 2,810 Value ($000) $257 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 2,933 Value ($000) $290 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 2,944 Value ($000) $320 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 3,322 Value ($000) $330 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 3,688 Value ($000) $334 Avg Close $62.67 Range $60.17 - $67.37