CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BEACON INVESTMENT ADVISORY SERVICES, INC.'s Holding History (CIK: 0001654599)

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

Q4 2025
Shares 57,120 Value ($000) $32,722 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 28,145 Value ($000) $13,430 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 26,933 Value ($000) $10,456 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 24,493 Value ($000) $8,078 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 22,520 Value ($000) $8,169 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 21,079 Value ($000) $8,244 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 20,327 Value ($000) $6,771 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 24,314 Value ($000) $8,909 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 23,676 Value ($000) $7,000 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 23,874 Value ($000) $6,518 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 23,617 Value ($000) $5,811 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 23,484 Value ($000) $5,374 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 21,819 Value ($000) $5,227 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 16,773 Value ($000) $2,752 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 24,659 Value ($000) $4,408 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 23,634 Value ($000) $5,266 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 17,386 Value ($000) $3,594 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 18,211 Value ($000) $3,496 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 17,625 Value ($000) $3,836 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 15,433 Value ($000) $3,579 Avg Close $189.09 Range $163.90 - $217.37
Q4 2019
Shares 1,700 Value ($000) $251 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,182 Value ($000) $276 Avg Close $111.09 Range $97.87 - $122.22