CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holding History (CIK: 0001607355)

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

Q4 2025
Shares 152 Value ($000) $87 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 152 Value ($000) $73 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 152 Value ($000) $59 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 152 Value ($000) $50 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 142 Value ($000) $52 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 132 Value ($000) $52 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 132 Value ($000) $44 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 132 Value ($000) $48 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 132 Value ($000) $39 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 132 Value ($000) $36 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 132 Value ($000) $32 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 132 Value ($000) $30 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 132 Value ($000) $32 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 132 Value ($000) $22 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 132 Value ($000) $24 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 132 Value ($000) $29 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 132 Value ($000) $27 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 52 Value ($000) $10 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 267 Value ($000) $58 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,052 Value ($000) $244 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 177 Value ($000) $32 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 50 Value ($000) $7 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 50 Value ($000) $6 Avg Close $106.19 Range $89.90 - $125.54
Q2 2019
Shares 200 Value ($000) $27 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 210 Value ($000) $28 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 210 Value ($000) $27 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 835 Value ($000) $127 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 654 Value ($000) $89 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 653 Value ($000) $96 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 703 Value ($000) $111 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 902 Value ($000) $113 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 902 Value ($000) $97 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 1,201 Value ($000) $111 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 5,400 Value ($000) $501 Avg Close $73.74 Range $65.47 - $79.39
Q4 2014
Shares 700 Value ($000) $64 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 200 Value ($000) $20 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 200 Value ($000) $22 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 200 Value ($000) $20 Avg Close $69.69 Range $63.53 - $74.44