CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MV CAPITAL MANAGEMENT, INC.'s Holding History (CIK: 0001633366)

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

Q4 2025

Shares 10,417 Value ($000) $5,968 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 10,531 Value ($000) $5,025 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 11,470 Value ($000) $4,453 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 11,703 Value ($000) $3,860 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 10,990 Value ($000) $3,987 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 10,713 Value ($000) $4,190 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 10,713 Value ($000) $3,569 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 10,549 Value ($000) $3,865 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 11,680 Value ($000) $3,453 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 11,601 Value ($000) $3,167 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 11,388 Value ($000) $2,802 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 11,675 Value ($000) $2,672 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 11,584 Value ($000) $2,775 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 11,403 Value ($000) $1,871 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 11,029 Value ($000) $1,972 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 11,102 Value ($000) $2,474 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 10,949 Value ($000) $2,264 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 10,616 Value ($000) $2,038 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 9,980 Value ($000) $2,172 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 9,196 Value ($000) $2,132 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 7,746 Value ($000) $1,410 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 5,963 Value ($000) $889 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 4,715 Value ($000) $596 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 4,620 Value ($000) $536 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 4,027 Value ($000) $595 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 3,767 Value ($000) $476 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 3,529 Value ($000) $481 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 3,132 Value ($000) $424 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 2,870 Value ($000) $365 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 2,700 Value ($000) $412 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 2,642 Value ($000) $358 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 2,651 Value ($000) $391 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 2,709 Value ($000) $427 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 2,766 Value ($000) $345 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 3,004 Value ($000) $323 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 2,654 Value ($000) $246 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 2,950 Value ($000) $274 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 3,127 Value ($000) $278 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 3,548 Value ($000) $269 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 3,146 Value ($000) $241 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 3,082 Value ($000) $209 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 2,076 Value ($000) $136 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 1,947 Value ($000) $165 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 2,212 Value ($000) $177 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 2,113 Value ($000) $193 Avg Close $73.34 Range $66.42 - $80.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,417	$5,968	$555.50	$469.79 - $627.50
Q3 2025	10,531	$5,025	$425.39	$381.75 - $483.95
Q2 2025	11,470	$4,453	$330.84	$264.29 - $386.62
Q1 2025	11,703	$3,860	$351.95	$315.09 - $404.98
Q4 2024	10,990	$3,987	$381.74	$351.93 - $412.27
Q3 2024	10,713	$4,190	$338.69	$301.40 - $389.91
Q2 2024	10,713	$3,569	$338.69	$308.78 - $372.10
Q1 2024	10,549	$3,865	$311.07	$268.51 - $357.70
Q4 2023	11,680	$3,453	$251.22	$216.95 - $290.10
Q3 2023	11,601	$3,167	$261.47	$229.25 - $283.47
Q2 2023	11,388	$2,802	$213.76	$195.84 - $240.81
Q1 2023	11,675	$2,672	$230.59	$201.84 - $253.98
Q4 2022	11,584	$2,775	$206.59	$156.72 - $232.83
Q3 2022	11,403	$1,871	$172.21	$151.58 - $189.11
Q2 2022	11,029	$1,972	$197.29	$164.98 - $221.91
Q1 2022	11,102	$2,474	$195.46	$167.60 - $214.37
Q4 2021	10,949	$2,264	$186.69	$173.30 - $200.95
Q3 2021	10,616	$2,038	$192.08	$172.62 - $206.58
Q2 2021	9,980	$2,172	$211.85	$188.71 - $226.53
Q1 2021	9,196	$2,132	$189.09	$163.90 - $217.37
Q4 2020	7,746	$1,410	$153.98	$129.92 - $167.14
Q3 2020	5,963	$889	$126.81	$112.24 - $141.22
Q2 2020	4,715	$596	$106.19	$89.90 - $125.54
Q1 2020	4,620	$536	$113.38	$77.78 - $132.89
Q4 2019	4,027	$595	$123.01	$102.69 - $131.46
Q3 2019	3,767	$476	$111.09	$97.87 - $122.22
Q2 2019	3,529	$481	$114.70	$103.20 - $125.83
Q1 2019	3,132	$424	$114.61	$103.38 - $123.15
Q4 2018	2,870	$365	$111.50	$96.19 - $135.93
Q3 2018	2,700	$412	$120.51	$110.40 - $134.53
Q2 2018	2,642	$358	$126.53	$112.48 - $137.00
Q1 2018	2,651	$391	$133.07	$120.49 - $146.01
Q4 2017	2,709	$427	$116.31	$103.45 - $133.20
Q3 2017	2,766	$345	$96.02	$87.71 - $104.79
Q2 2017	3,004	$323	$84.05	$74.79 - $89.64
Q1 2017	2,654	$246	$77.69	$74.24 - $81.74
Q4 2016	2,950	$274	$73.74	$65.47 - $79.39
Q3 2016	3,127	$278	$66.01	$58.78 - $71.89
Q2 2016	3,548	$269	$59.82	$55.25 - $64.10
Q1 2016	3,146	$241	$53.06	$44.66 - $61.22
Q4 2015	3,082	$209	$54.58	$48.84 - $59.43
Q3 2015	2,076	$136	$59.11	$48.76 - $65.71
Q2 2015	1,947	$165	$65.86	$60.39 - $68.73
Q1 2015	2,212	$177	$63.13	$59.48 - $69.69
Q4 2014	2,113	$193	$73.34	$66.42 - $80.82