CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 2,714 Value ($000) $1,555 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,660 Value ($000) $1,269 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,622 Value ($000) $1,018 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,606 Value ($000) $530 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 703 Value ($000) $255 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 673 Value ($000) $263 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 658 Value ($000) $219 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 648 Value ($000) $237 Avg Close $311.07 Range $268.51 - $357.70
Q3 2016
Shares 400 Value ($000) $36 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 400 Value ($000) $30 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 400 Value ($000) $31 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 400 Value ($000) $27 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 400 Value ($000) $26 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 400 Value ($000) $34 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 400 Value ($000) $42 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 400 Value ($000) $42 Avg Close $73.34 Range $66.42 - $80.82