CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Morningstar Investment Management LLC's Holding History (CIK: 0001673385)

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

Q3 2025
Shares 8,306 Value ($000) $4 Avg Close $425.39 Range $381.75 - $483.95
Q4 2024
Shares 1,348 Value ($000) $0 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,348 Value ($000) $1 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,124 Value ($000) $1 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,124 Value ($000) $1 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,124 Value ($000) $1 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,107 Value ($000) $1 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,107 Value ($000) $1 Avg Close $213.76 Range $195.84 - $240.81