CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Capital Asset Advisory Services LLC's Holding History (CIK: 0001666024)

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

Q4 2025

Shares 8,600 Value ($000) $5,358 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 10,387 Value ($000) $4,956 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 9,871 Value ($000) $3,859 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 13,320 Value ($000) $4,458 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 7,638 Value ($000) $2,779 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 7,656 Value ($000) $2,970 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 7,900 Value ($000) $2,576 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 8,196 Value ($000) $3,109 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 8,814 Value ($000) $2,606 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 9,717 Value ($000) $2,651 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 10,028 Value ($000) $2,563 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 8,797 Value ($000) $2,013 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 9,086 Value ($000) $2,220 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 8,665 Value ($000) $1,422 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 9,876 Value ($000) $1,765 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 9,911 Value ($000) $2,208 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 6,157 Value ($000) $1,273 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 6,434 Value ($000) $1,235 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 6,764 Value ($000) $1,472 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 8,535 Value ($000) $1,979 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 8,147 Value ($000) $1,483 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 7,370 Value ($000) $1,098 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,769 Value ($000) $541 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 3,599 Value ($000) $379 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 3,420 Value ($000) $469 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,600	$5,358	$555.50	$469.79 - $627.50
Q3 2025	10,387	$4,956	$425.39	$381.75 - $483.95
Q2 2025	9,871	$3,859	$330.84	$264.29 - $386.62
Q1 2025	13,320	$4,458	$351.95	$315.09 - $404.98
Q4 2024	7,638	$2,779	$381.74	$351.93 - $412.27
Q3 2024	7,656	$2,970	$338.69	$301.40 - $389.91
Q2 2024	7,900	$2,576	$338.69	$308.78 - $372.10
Q1 2024	8,196	$3,109	$311.07	$268.51 - $357.70
Q4 2023	8,814	$2,606	$251.22	$216.95 - $290.10
Q3 2023	9,717	$2,651	$261.47	$229.25 - $283.47
Q2 2023	10,028	$2,563	$213.76	$195.84 - $240.81
Q1 2023	8,797	$2,013	$230.59	$201.84 - $253.98
Q4 2022	9,086	$2,220	$206.59	$156.72 - $232.83
Q3 2022	8,665	$1,422	$172.21	$151.58 - $189.11
Q2 2022	9,876	$1,765	$197.29	$164.98 - $221.91
Q1 2022	9,911	$2,208	$195.46	$167.60 - $214.37
Q4 2021	6,157	$1,273	$186.69	$173.30 - $200.95
Q3 2021	6,434	$1,235	$192.08	$172.62 - $206.58
Q2 2021	6,764	$1,472	$211.85	$188.71 - $226.53
Q1 2021	8,535	$1,979	$189.09	$163.90 - $217.37
Q4 2020	8,147	$1,483	$153.98	$129.92 - $167.14
Q3 2020	7,370	$1,098	$126.81	$112.24 - $141.22
Q2 2020	3,769	$541	$106.19	$89.90 - $125.54
Q1 2020	3,599	$379	$113.38	$77.78 - $132.89
Q4 2019	3,420	$469	$123.01	$102.69 - $131.46