CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

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

Q4 2025
Shares 2,372 Value ($000) $1,359 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,568 Value ($000) $1,225 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,668 Value ($000) $1,036 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,668 Value ($000) $880 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,668 Value ($000) $968 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,666 Value ($000) $1,043 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,661 Value ($000) $886 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,332 Value ($000) $855 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,306 Value ($000) $682 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,137 Value ($000) $583 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,292 Value ($000) $564 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,121 Value ($000) $485 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,111 Value ($000) $506 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,074 Value ($000) $340 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,358 Value ($000) $422 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,286 Value ($000) $509 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,166 Value ($000) $448 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,166 Value ($000) $416 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,166 Value ($000) $471 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,175 Value ($000) $272 Avg Close $189.09 Range $163.90 - $217.37