CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

OneDigital Investment Advisors LLC's Holding History (CIK: 0001690370)

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

Q4 2025

Shares 17,229 Value ($000) $9,870 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 17,271 Value ($000) $8,241 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 17,712 Value ($000) $6,876 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 17,871 Value ($000) $5,894 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 18,543 Value ($000) $6,727 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 19,215 Value ($000) $7,515 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 18,751 Value ($000) $6,246 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 16,717 Value ($000) $6,126 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 17,492 Value ($000) $5,172 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 8,000 Value ($000) $2,184 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,672 Value ($000) $1,642 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 7,195 Value ($000) $1,646 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 9,984 Value ($000) $2,392 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 9,115 Value ($000) $1,496 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 8,886 Value ($000) $1,588 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 8,762 Value ($000) $1,952 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 8,375 Value ($000) $1,731 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 7,196 Value ($000) $1,381 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 5,903 Value ($000) $1,285 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 5,276 Value ($000) $1,223 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 6,660 Value ($000) $1,212 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 6,824 Value ($000) $1,018 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 7,455 Value ($000) $943 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 7,517 Value ($000) $872 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 7,179 Value ($000) $1,060 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 7,143 Value ($000) $902 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 9,372 Value ($000) $1,278 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 2,399 Value ($000) $325 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 2,869 Value ($000) $365 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 1,912 Value ($000) $292 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 2,104 Value ($000) $286 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 1,375 Value ($000) $203 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 1,558 Value ($000) $245 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 923 Value ($000) $115 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 1,773 Value ($000) $190 Avg Close $84.05 Range $74.79 - $89.64

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,229	$9,870	$555.50	$469.79 - $627.50
Q3 2025	17,271	$8,241	$425.39	$381.75 - $483.95
Q2 2025	17,712	$6,876	$330.84	$264.29 - $386.62
Q1 2025	17,871	$5,894	$351.95	$315.09 - $404.98
Q4 2024	18,543	$6,727	$381.74	$351.93 - $412.27
Q3 2024	19,215	$7,515	$338.69	$301.40 - $389.91
Q2 2024	18,751	$6,246	$338.69	$308.78 - $372.10
Q1 2024	16,717	$6,126	$311.07	$268.51 - $357.70
Q4 2023	17,492	$5,172	$251.22	$216.95 - $290.10
Q3 2023	8,000	$2,184	$261.47	$229.25 - $283.47
Q2 2023	6,672	$1,642	$213.76	$195.84 - $240.81
Q1 2023	7,195	$1,646	$230.59	$201.84 - $253.98
Q4 2022	9,984	$2,392	$206.59	$156.72 - $232.83
Q3 2022	9,115	$1,496	$172.21	$151.58 - $189.11
Q2 2022	8,886	$1,588	$197.29	$164.98 - $221.91
Q1 2022	8,762	$1,952	$195.46	$167.60 - $214.37
Q4 2021	8,375	$1,731	$186.69	$173.30 - $200.95
Q3 2021	7,196	$1,381	$192.08	$172.62 - $206.58
Q2 2021	5,903	$1,285	$211.85	$188.71 - $226.53
Q1 2021	5,276	$1,223	$189.09	$163.90 - $217.37
Q4 2020	6,660	$1,212	$153.98	$129.92 - $167.14
Q3 2020	6,824	$1,018	$126.81	$112.24 - $141.22
Q2 2020	7,455	$943	$106.19	$89.90 - $125.54
Q1 2020	7,517	$872	$113.38	$77.78 - $132.89
Q4 2019	7,179	$1,060	$123.01	$102.69 - $131.46
Q3 2019	7,143	$902	$111.09	$97.87 - $122.22
Q2 2019	9,372	$1,278	$114.70	$103.20 - $125.83
Q1 2019	2,399	$325	$114.61	$103.38 - $123.15
Q4 2018	2,869	$365	$111.50	$96.19 - $135.93
Q3 2018	1,912	$292	$120.51	$110.40 - $134.53
Q2 2018	2,104	$286	$126.53	$112.48 - $137.00
Q1 2018	1,375	$203	$133.07	$120.49 - $146.01
Q4 2017	1,558	$245	$116.31	$103.45 - $133.20
Q3 2017	923	$115	$96.02	$87.71 - $104.79
Q2 2017	1,773	$190	$84.05	$74.79 - $89.64