CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q4 2025
Shares 438 Value ($000) $251 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 436 Value ($000) $210 Avg Close $425.39 Range $381.75 - $483.95
Q3 2017
Shares 2,665 Value ($000) $332 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 3,089 Value ($000) $332 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 3,761 Value ($000) $349 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 3,960 Value ($000) $367 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 4,318 Value ($000) $383 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 5,042 Value ($000) $382 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 5,123 Value ($000) $392 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 5,136 Value ($000) $349 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 106 Value ($000) $6 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 8,601 Value ($000) $729 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 10,946 Value ($000) $968 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 9,665 Value ($000) $885 Avg Close $73.34 Range $66.42 - $80.82