CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025

Shares 3,312 Value ($000) $1,898 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,318 Value ($000) $1,583 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 3,420 Value ($000) $1,328 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 6,978 Value ($000) $2,531 Avg Close $381.74 Range $351.93 - $412.27

Q2 2024

Shares 7,368 Value ($000) $2,454 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 8,875 Value ($000) $3,252 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 8,891 Value ($000) $2,629 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 8,982 Value ($000) $2,452 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 9,022 Value ($000) $2,220 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 9,053 Value ($000) $2,072 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 9,588 Value ($000) $2,297 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 8,682 Value ($000) $1,425 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 6,322 Value ($000) $1,130 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 6,491 Value ($000) $1,446 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 6,190 Value ($000) $1,279 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 8,629 Value ($000) $1,657 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 7,672 Value ($000) $1,670 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 7,914 Value ($000) $1,835 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 7,036 Value ($000) $1,281 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 6,054 Value ($000) $904 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 6,027 Value ($000) $762 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 6,331 Value ($000) $735 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 6,139 Value ($000) $907 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 6,190 Value ($000) $782 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 5,949 Value ($000) $811 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 5,952 Value ($000) $806 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 6,208 Value ($000) $789 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 13,413 Value ($000) $2,045 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 13,112 Value ($000) $1,779 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 15,318 Value ($000) $2,258 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 16,055 Value ($000) $2,530 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 21,341 Value ($000) $2,661 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 22,997 Value ($000) $2,471 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 19,505 Value ($000) $1,809 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 20,398 Value ($000) $1,892 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 21,133 Value ($000) $1,876 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 19,038 Value ($000) $1,443 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 22,701 Value ($000) $1,738 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 27,239 Value ($000) $1,851 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 38,088 Value ($000) $2,489 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 47,001 Value ($000) $3,987 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 49,247 Value ($000) $3,941 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 52,475 Value ($000) $4,803 Avg Close $73.34 Range $66.42 - $80.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,312	$1,898	$555.50	$469.79 - $627.50
Q3 2025	3,318	$1,583	$425.39	$381.75 - $483.95
Q2 2025	3,420	$1,328	$330.84	$264.29 - $386.62
Q4 2024	6,978	$2,531	$381.74	$351.93 - $412.27
Q2 2024	7,368	$2,454	$338.69	$308.78 - $372.10
Q1 2024	8,875	$3,252	$311.07	$268.51 - $357.70
Q4 2023	8,891	$2,629	$251.22	$216.95 - $290.10
Q3 2023	8,982	$2,452	$261.47	$229.25 - $283.47
Q2 2023	9,022	$2,220	$213.76	$195.84 - $240.81
Q1 2023	9,053	$2,072	$230.59	$201.84 - $253.98
Q4 2022	9,588	$2,297	$206.59	$156.72 - $232.83
Q3 2022	8,682	$1,425	$172.21	$151.58 - $189.11
Q2 2022	6,322	$1,130	$197.29	$164.98 - $221.91
Q1 2022	6,491	$1,446	$195.46	$167.60 - $214.37
Q4 2021	6,190	$1,279	$186.69	$173.30 - $200.95
Q3 2021	8,629	$1,657	$192.08	$172.62 - $206.58
Q2 2021	7,672	$1,670	$211.85	$188.71 - $226.53
Q1 2021	7,914	$1,835	$189.09	$163.90 - $217.37
Q4 2020	7,036	$1,281	$153.98	$129.92 - $167.14
Q3 2020	6,054	$904	$126.81	$112.24 - $141.22
Q2 2020	6,027	$762	$106.19	$89.90 - $125.54
Q1 2020	6,331	$735	$113.38	$77.78 - $132.89
Q4 2019	6,139	$907	$123.01	$102.69 - $131.46
Q3 2019	6,190	$782	$111.09	$97.87 - $122.22
Q2 2019	5,949	$811	$114.70	$103.20 - $125.83
Q1 2019	5,952	$806	$114.61	$103.38 - $123.15
Q4 2018	6,208	$789	$111.50	$96.19 - $135.93
Q3 2018	13,413	$2,045	$120.51	$110.40 - $134.53
Q2 2018	13,112	$1,779	$126.53	$112.48 - $137.00
Q1 2018	15,318	$2,258	$133.07	$120.49 - $146.01
Q4 2017	16,055	$2,530	$116.31	$103.45 - $133.20
Q3 2017	21,341	$2,661	$96.02	$87.71 - $104.79
Q2 2017	22,997	$2,471	$84.05	$74.79 - $89.64
Q1 2017	19,505	$1,809	$77.69	$74.24 - $81.74
Q4 2016	20,398	$1,892	$73.74	$65.47 - $79.39
Q3 2016	21,133	$1,876	$66.01	$58.78 - $71.89
Q2 2016	19,038	$1,443	$59.82	$55.25 - $64.10
Q1 2016	22,701	$1,738	$53.06	$44.66 - $61.22
Q4 2015	27,239	$1,851	$54.58	$48.84 - $59.43
Q3 2015	38,088	$2,489	$59.11	$48.76 - $65.71
Q2 2015	47,001	$3,987	$65.86	$60.39 - $68.73
Q1 2015	49,247	$3,941	$63.13	$59.48 - $69.69
Q4 2014	52,475	$4,803	$73.34	$66.42 - $80.82