CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 6,439 Value ($000) $3,688 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 6,480 Value ($000) $3,092 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 6,481 Value ($000) $2,516 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 6,473 Value ($000) $2,135 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 5,894 Value ($000) $2,138 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 5,784 Value ($000) $2,262 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 5,622 Value ($000) $1,873 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 5,601 Value ($000) $2,053 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 5,576 Value ($000) $1,649 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 5,599 Value ($000) $1,529 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,332 Value ($000) $1,312 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 5,207 Value ($000) $1,191 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 5,192 Value ($000) $1,244 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 5,136 Value ($000) $843 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 7,519 Value ($000) $1,344 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 9,754 Value ($000) $2,171 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,400 Value ($000) $500 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,298 Value ($000) $440 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,240 Value ($000) $487 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,240 Value ($000) $519 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,140 Value ($000) $391 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,511 Value ($000) $225 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 1,754 Value ($000) $222 Avg Close $106.19 Range $89.90 - $125.54
Q4 2019
Shares 3,184 Value ($000) $468 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 3,180 Value ($000) $402 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,930 Value ($000) $399 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,929 Value ($000) $397 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 4,333 Value ($000) $551 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 4,372 Value ($000) $592 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 4,372 Value ($000) $595 Avg Close $126.53 Range $112.48 - $137.00