CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

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

Q4 2025
Shares 18,619 Value ($000) $10,666 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 11,951 Value ($000) $5,702 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 11,857 Value ($000) $4,603 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 14,949 Value ($000) $4,930 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 12,424 Value ($000) $4,507 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 13,424 Value ($000) $5,250 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 13,450 Value ($000) $4,480 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 14,047 Value ($000) $5,147 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 13,524 Value ($000) $3,999 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 13,316 Value ($000) $3,635 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 12,939 Value ($000) $3,183 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 9,226 Value ($000) $2 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 14,513 Value ($000) $3 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 11,748 Value ($000) $2,100 Avg Close $197.29 Range $164.98 - $221.91
Q3 2021
Shares 10,905 Value ($000) $2,093 Avg Close $192.08 Range $172.62 - $206.58
Q1 2021
Shares 15,349 Value ($000) $3,639 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 15,070 Value ($000) $2,743 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 16,308 Value ($000) $2,432 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 16,788 Value ($000) $2,124 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 17,967 Value ($000) $2,085 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 17,619 Value ($000) $2,602 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 22,600 Value ($000) $2,855 Avg Close $111.09 Range $97.87 - $122.22
Q1 2019
Shares 11,371 Value ($000) $1,541 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 13,664 Value ($000) $1,736 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 12,956 Value ($000) $1,976 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 12,486 Value ($000) $1,686 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 8,230 Value ($000) $1,184 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 12,822 Value ($000) $2,165 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 15,093 Value ($000) $2,057 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 22,088 Value ($000) $2,527 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 9,395 Value ($000) $977 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 10,914 Value ($000) $1,071 Avg Close $73.74 Range $65.47 - $79.39