CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CHARTER RESEARCH & INVESTMENT GROUP, INC.'s Holding History (CIK: 0001666624)

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

Q4 2025

Shares 4,280 Value ($000) $2,452 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,450 Value ($000) $2,123 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,450 Value ($000) $1,728 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 4,450 Value ($000) $1,468 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 4,450 Value ($000) $1,614 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 4,450 Value ($000) $1,740 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 4,450 Value ($000) $1,482 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,450 Value ($000) $1,631 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 4,733 Value ($000) $1,399 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 4,733 Value ($000) $1,292 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 4,733 Value ($000) $1,165 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 4,733 Value ($000) $1,083 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 3,400 Value ($000) $815 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 3,400 Value ($000) $558 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 3,400 Value ($000) $608 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 3,400 Value ($000) $758 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 3,400 Value ($000) $703 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 3,400 Value ($000) $653 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 3,400 Value ($000) $740 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 3,400 Value ($000) $788 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 3,400 Value ($000) $619 Avg Close $153.98 Range $129.92 - $167.14

Q3 2015

Shares 11,985 Value ($000) $783 Avg Close $59.11 Range $48.76 - $65.71

Q2 2015

Shares 11,985 Value ($000) $1,017 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 12,195 Value ($000) $976 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 12,370 Value ($000) $1,132 Avg Close $73.34 Range $66.42 - $80.82

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,280	$2,452	$555.50	$469.79 - $627.50
Q3 2025	4,450	$2,123	$425.39	$381.75 - $483.95
Q2 2025	4,450	$1,728	$330.84	$264.29 - $386.62
Q1 2025	4,450	$1,468	$351.95	$315.09 - $404.98
Q4 2024	4,450	$1,614	$381.74	$351.93 - $412.27
Q3 2024	4,450	$1,740	$338.69	$301.40 - $389.91
Q2 2024	4,450	$1,482	$338.69	$308.78 - $372.10
Q1 2024	4,450	$1,631	$311.07	$268.51 - $357.70
Q4 2023	4,733	$1,399	$251.22	$216.95 - $290.10
Q3 2023	4,733	$1,292	$261.47	$229.25 - $283.47
Q2 2023	4,733	$1,165	$213.76	$195.84 - $240.81
Q1 2023	4,733	$1,083	$230.59	$201.84 - $253.98
Q4 2022	3,400	$815	$206.59	$156.72 - $232.83
Q3 2022	3,400	$558	$172.21	$151.58 - $189.11
Q2 2022	3,400	$608	$197.29	$164.98 - $221.91
Q1 2022	3,400	$758	$195.46	$167.60 - $214.37
Q4 2021	3,400	$703	$186.69	$173.30 - $200.95
Q3 2021	3,400	$653	$192.08	$172.62 - $206.58
Q2 2021	3,400	$740	$211.85	$188.71 - $226.53
Q1 2021	3,400	$788	$189.09	$163.90 - $217.37
Q4 2020	3,400	$619	$153.98	$129.92 - $167.14
Q3 2015	11,985	$783	$59.11	$48.76 - $65.71
Q2 2015	11,985	$1,017	$65.86	$60.39 - $68.73
Q1 2015	12,195	$976	$63.13	$59.48 - $69.69
Q4 2014	12,370	$1,132	$73.34	$66.42 - $80.82