CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

River Wealth Advisors LLC's Holding History (CIK: 0001642570)

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

Q4 2025

Shares 7,662 Value ($000) $4,390 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 6,232 Value ($000) $2,974 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 6,232 Value ($000) $2,419 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 6,087 Value ($000) $2,007 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 6,253 Value ($000) $2,268 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 6,303 Value ($000) $2,465 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 6,401 Value ($000) $2,132 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 6,228 Value ($000) $2,282 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,757 Value ($000) $1,702 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 6,041 Value ($000) $1,649 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,081 Value ($000) $1,496 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,181 Value ($000) $1,414 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,298 Value ($000) $1,509 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 6,497 Value ($000) $1,066 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 6,638 Value ($000) $1,187 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,902 Value ($000) $1,092 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,702 Value ($000) $972 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,699 Value ($000) $902 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 4,733 Value ($000) $1,030 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 4,933 Value ($000) $1,144 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,957 Value ($000) $902 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 5,042 Value ($000) $752 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 5,046 Value ($000) $638 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 5,049 Value ($000) $586 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 5,067 Value ($000) $748 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 5,167 Value ($000) $653 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 5,089 Value ($000) $694 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 4,967 Value ($000) $673 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 4,837 Value ($000) $615 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 4,802 Value ($000) $732 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 5,112 Value ($000) $694 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 5,292 Value ($000) $780 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 3,742 Value ($000) $590 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 3,842 Value ($000) $479 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 4,027 Value ($000) $433 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 3,807 Value ($000) $353 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 4,979 Value ($000) $462 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 5,294 Value ($000) $470 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 5,849 Value ($000) $443 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 6,264 Value ($000) $479 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 6,722 Value ($000) $457 Avg Close $54.58 Range $48.84 - $59.43

Q3 2015

Shares 7,302 Value ($000) $477 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 7,562 Value ($000) $641 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 7,994 Value ($000) $640 Avg Close $63.13 Range $59.48 - $69.69

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,662	$4,390	$555.50	$469.79 - $627.50
Q3 2025	6,232	$2,974	$425.39	$381.75 - $483.95
Q2 2025	6,232	$2,419	$330.84	$264.29 - $386.62
Q1 2025	6,087	$2,007	$351.95	$315.09 - $404.98
Q4 2024	6,253	$2,268	$381.74	$351.93 - $412.27
Q3 2024	6,303	$2,465	$338.69	$301.40 - $389.91
Q2 2024	6,401	$2,132	$338.69	$308.78 - $372.10
Q1 2024	6,228	$2,282	$311.07	$268.51 - $357.70
Q4 2023	5,757	$1,702	$251.22	$216.95 - $290.10
Q3 2023	6,041	$1,649	$261.47	$229.25 - $283.47
Q2 2023	6,081	$1,496	$213.76	$195.84 - $240.81
Q1 2023	6,181	$1,414	$230.59	$201.84 - $253.98
Q4 2022	6,298	$1,509	$206.59	$156.72 - $232.83
Q3 2022	6,497	$1,066	$172.21	$151.58 - $189.11
Q2 2022	6,638	$1,187	$197.29	$164.98 - $221.91
Q1 2022	4,902	$1,092	$195.46	$167.60 - $214.37
Q4 2021	4,702	$972	$186.69	$173.30 - $200.95
Q3 2021	4,699	$902	$192.08	$172.62 - $206.58
Q2 2021	4,733	$1,030	$211.85	$188.71 - $226.53
Q1 2021	4,933	$1,144	$189.09	$163.90 - $217.37
Q4 2020	4,957	$902	$153.98	$129.92 - $167.14
Q3 2020	5,042	$752	$126.81	$112.24 - $141.22
Q2 2020	5,046	$638	$106.19	$89.90 - $125.54
Q1 2020	5,049	$586	$113.38	$77.78 - $132.89
Q4 2019	5,067	$748	$123.01	$102.69 - $131.46
Q3 2019	5,167	$653	$111.09	$97.87 - $122.22
Q2 2019	5,089	$694	$114.70	$103.20 - $125.83
Q1 2019	4,967	$673	$114.61	$103.38 - $123.15
Q4 2018	4,837	$615	$111.50	$96.19 - $135.93
Q3 2018	4,802	$732	$120.51	$110.40 - $134.53
Q2 2018	5,112	$694	$126.53	$112.48 - $137.00
Q1 2018	5,292	$780	$133.07	$120.49 - $146.01
Q4 2017	3,742	$590	$116.31	$103.45 - $133.20
Q3 2017	3,842	$479	$96.02	$87.71 - $104.79
Q2 2017	4,027	$433	$84.05	$74.79 - $89.64
Q1 2017	3,807	$353	$77.69	$74.24 - $81.74
Q4 2016	4,979	$462	$73.74	$65.47 - $79.39
Q3 2016	5,294	$470	$66.01	$58.78 - $71.89
Q2 2016	5,849	$443	$59.82	$55.25 - $64.10
Q1 2016	6,264	$479	$53.06	$44.66 - $61.22
Q4 2015	6,722	$457	$54.58	$48.84 - $59.43
Q3 2015	7,302	$477	$59.11	$48.76 - $65.71
Q2 2015	7,562	$641	$65.86	$60.39 - $68.73
Q1 2015	7,994	$640	$63.13	$59.48 - $69.69