CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Lido Advisors, LLC's Holding History (CIK: 0001650150)

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

Q4 2025

Shares 92,859 Value ($000) $45,852 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 92,363 Value ($000) $44,072 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 73,327 Value ($000) $28,467 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 56,757 Value ($000) $18,719 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 45,826 Value ($000) $16,624 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 45,089 Value ($000) $17,635 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 43,652 Value ($000) $14,541 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 38,134 Value ($000) $13,974 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 43,375 Value ($000) $12,825 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 38,024 Value ($000) $10,381 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 66,824 Value ($000) $16,442 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 43,473 Value ($000) $9,948 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 35,428 Value ($000) $8,487 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 16,327 Value ($000) $2,679 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 15,704 Value ($000) $2,807 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 15,180 Value ($000) $3,382 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 15,196 Value ($000) $3,141 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 15,528 Value ($000) $2,980 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 11,030 Value ($000) $2,401 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 15,808 Value ($000) $3,666 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 17,907 Value ($000) $3,259 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 19,049 Value ($000) $2,841 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 11,979 Value ($000) $1,515 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 11,417 Value ($000) $1,325 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 12,859 Value ($000) $1,899 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 8,205 Value ($000) $1,036 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 8,282 Value ($000) $1,128 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 8,286 Value ($000) $1,122 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 8,702 Value ($000) $1,105 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 4,381 Value ($000) $668 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 3,843 Value ($000) $521 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 2,697 Value ($000) $397 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 1,426 Value ($000) $224 Avg Close $116.31 Range $103.45 - $133.20

Q2 2017

Shares 3,140 Value ($000) $337 Avg Close $84.05 Range $74.79 - $89.64

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	92,859	$45,852	$555.50	$469.79 - $627.50
Q3 2025	92,363	$44,072	$425.39	$381.75 - $483.95
Q2 2025	73,327	$28,467	$330.84	$264.29 - $386.62
Q1 2025	56,757	$18,719	$351.95	$315.09 - $404.98
Q4 2024	45,826	$16,624	$381.74	$351.93 - $412.27
Q3 2024	45,089	$17,635	$338.69	$301.40 - $389.91
Q2 2024	43,652	$14,541	$338.69	$308.78 - $372.10
Q1 2024	38,134	$13,974	$311.07	$268.51 - $357.70
Q4 2023	43,375	$12,825	$251.22	$216.95 - $290.10
Q3 2023	38,024	$10,381	$261.47	$229.25 - $283.47
Q2 2023	66,824	$16,442	$213.76	$195.84 - $240.81
Q1 2023	43,473	$9,948	$230.59	$201.84 - $253.98
Q4 2022	35,428	$8,487	$206.59	$156.72 - $232.83
Q3 2022	16,327	$2,679	$172.21	$151.58 - $189.11
Q2 2022	15,704	$2,807	$197.29	$164.98 - $221.91
Q1 2022	15,180	$3,382	$195.46	$167.60 - $214.37
Q4 2021	15,196	$3,141	$186.69	$173.30 - $200.95
Q3 2021	15,528	$2,980	$192.08	$172.62 - $206.58
Q2 2021	11,030	$2,401	$211.85	$188.71 - $226.53
Q1 2021	15,808	$3,666	$189.09	$163.90 - $217.37
Q4 2020	17,907	$3,259	$153.98	$129.92 - $167.14
Q3 2020	19,049	$2,841	$126.81	$112.24 - $141.22
Q2 2020	11,979	$1,515	$106.19	$89.90 - $125.54
Q1 2020	11,417	$1,325	$113.38	$77.78 - $132.89
Q4 2019	12,859	$1,899	$123.01	$102.69 - $131.46
Q3 2019	8,205	$1,036	$111.09	$97.87 - $122.22
Q2 2019	8,282	$1,128	$114.70	$103.20 - $125.83
Q1 2019	8,286	$1,122	$114.61	$103.38 - $123.15
Q4 2018	8,702	$1,105	$111.50	$96.19 - $135.93
Q3 2018	4,381	$668	$120.51	$110.40 - $134.53
Q2 2018	3,843	$521	$126.53	$112.48 - $137.00
Q1 2018	2,697	$397	$133.07	$120.49 - $146.01
Q4 2017	1,426	$224	$116.31	$103.45 - $133.20
Q2 2017	3,140	$337	$84.05	$74.79 - $89.64