CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

True North Advisors, LLC's Holding History (CIK: 0001634556)

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

Q4 2025

Shares 5,180 Value ($000) $2,968 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 5,184 Value ($000) $2,473 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 5,058 Value ($000) $1,963 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 5,227 Value ($000) $1,724 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,455 Value ($000) $1,979 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,455 Value ($000) $2,133 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 5,455 Value ($000) $1,817 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,495 Value ($000) $2,013 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,497 Value ($000) $1,625 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,496 Value ($000) $1,500 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,012 Value ($000) $1,479 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 5,845 Value ($000) $1,338 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 5,867 Value ($000) $1,405 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 5,844 Value ($000) $959 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 5,844 Value ($000) $1,044 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 5,844 Value ($000) $1,302 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 8,344 Value ($000) $1,725 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 9,842 Value ($000) $1,889 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 9,442 Value ($000) $2,054 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 8,642 Value ($000) $2,003 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,642 Value ($000) $844 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 4,705 Value ($000) $701 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 31,305 Value ($000) $3,960 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 29,305 Value ($000) $3,400 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 29,360 Value ($000) $4,335 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,180	$2,968	$555.50	$469.79 - $627.50
Q3 2025	5,184	$2,473	$425.39	$381.75 - $483.95
Q2 2025	5,058	$1,963	$330.84	$264.29 - $386.62
Q1 2025	5,227	$1,724	$351.95	$315.09 - $404.98
Q4 2024	5,455	$1,979	$381.74	$351.93 - $412.27
Q3 2024	5,455	$2,133	$338.69	$301.40 - $389.91
Q2 2024	5,455	$1,817	$338.69	$308.78 - $372.10
Q1 2024	5,495	$2,013	$311.07	$268.51 - $357.70
Q4 2023	5,497	$1,625	$251.22	$216.95 - $290.10
Q3 2023	5,496	$1,500	$261.47	$229.25 - $283.47
Q2 2023	6,012	$1,479	$213.76	$195.84 - $240.81
Q1 2023	5,845	$1,338	$230.59	$201.84 - $253.98
Q4 2022	5,867	$1,405	$206.59	$156.72 - $232.83
Q3 2022	5,844	$959	$172.21	$151.58 - $189.11
Q2 2022	5,844	$1,044	$197.29	$164.98 - $221.91
Q1 2022	5,844	$1,302	$195.46	$167.60 - $214.37
Q4 2021	8,344	$1,725	$186.69	$173.30 - $200.95
Q3 2021	9,842	$1,889	$192.08	$172.62 - $206.58
Q2 2021	9,442	$2,054	$211.85	$188.71 - $226.53
Q1 2021	8,642	$2,003	$189.09	$163.90 - $217.37
Q4 2020	4,642	$844	$153.98	$129.92 - $167.14
Q3 2020	4,705	$701	$126.81	$112.24 - $141.22
Q2 2020	31,305	$3,960	$106.19	$89.90 - $125.54
Q1 2020	29,305	$3,400	$113.38	$77.78 - $132.89
Q4 2019	29,360	$4,335	$123.01	$102.69 - $131.46