CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wealth Architects, LLC's Holding History (CIK: 0001611518)

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

Q4 2025
Shares 5,881 Value ($000) $3,369 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,986 Value ($000) $2,856 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 6,009 Value ($000) $2,333 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 5,888 Value ($000) $1,942 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,139 Value ($000) $1,501 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,511 Value ($000) $1,373 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,519 Value ($000) $1,172 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,521 Value ($000) $1,290 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,513 Value ($000) $1,039 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,483 Value ($000) $951 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,395 Value ($000) $835 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,395 Value ($000) $777 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,391 Value ($000) $812 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,427 Value ($000) $562 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,557 Value ($000) $636 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,542 Value ($000) $789 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,440 Value ($000) $711 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,343 Value ($000) $642 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,255 Value ($000) $708 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,342 Value ($000) $775 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,824 Value ($000) $514 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,735 Value ($000) $408 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,635 Value ($000) $333 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,631 Value ($000) $305 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,815 Value ($000) $416 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,830 Value ($000) $358 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,897 Value ($000) $395 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,667 Value ($000) $361 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 2,567 Value ($000) $326 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 2,714 Value ($000) $414 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 2,693 Value ($000) $365 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 2,508 Value ($000) $370 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 2,492 Value ($000) $393 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 2,524 Value ($000) $315 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 2,522 Value ($000) $271 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 2,547 Value ($000) $236 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 2,546 Value ($000) $236 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 2,545 Value ($000) $225 Avg Close $66.01 Range $58.78 - $71.89
Q2 2015
Shares 2,615 Value ($000) $222 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 2,615 Value ($000) $209 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 2,704 Value ($000) $247 Avg Close $73.34 Range $66.42 - $80.82