CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Mason Investment Advisory Services, Inc.'s Holding History (CIK: 0001635007)

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

Q4 2022

Shares 2,130 Value ($000) $510 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 2,556 Value ($000) $419 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,920 Value ($000) $522 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 11,838 Value ($000) $2,638 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 11,478 Value ($000) $2,373 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 11,375 Value ($000) $2,184 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 1,450 Value ($000) $316 Avg Close $211.85 Range $188.71 - $226.53

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2022	2,130	$510	$206.59	$156.72 - $232.83
Q3 2022	2,556	$419	$172.21	$151.58 - $189.11
Q2 2022	2,920	$522	$197.29	$164.98 - $221.91
Q1 2022	11,838	$2,638	$195.46	$167.60 - $214.37
Q4 2021	11,478	$2,373	$186.69	$173.30 - $200.95
Q3 2021	11,375	$2,184	$192.08	$172.62 - $206.58
Q2 2021	1,450	$316	$211.85	$188.71 - $226.53