CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 1,949 Value ($000) $1,117 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,845 Value ($000) $880 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,845 Value ($000) $716 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,878 Value ($000) $619 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,878 Value ($000) $681 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,878 Value ($000) $735 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,985 Value ($000) $661 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,102 Value ($000) $770 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,127 Value ($000) $629 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,179 Value ($000) $595 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,179 Value ($000) $536 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,177 Value ($000) $498 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,177 Value ($000) $522 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,284 Value ($000) $375 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,284 Value ($000) $408 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,284 Value ($000) $509 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,320 Value ($000) $480 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,409 Value ($000) $654 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,373 Value ($000) $734 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,419 Value ($000) $329 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,418 Value ($000) $258 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,417 Value ($000) $211 Avg Close $126.81 Range $112.24 - $141.22
Q4 2019
Shares 1,417 Value ($000) $209 Avg Close $123.01 Range $102.69 - $131.46