CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 5,045 Value ($000) $2,890 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,978 Value ($000) $2,443 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,978 Value ($000) $1,544 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,777 Value ($000) $1,246 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,793 Value ($000) $1,376 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,793 Value ($000) $1,484 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,479 Value ($000) $1,159 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,878 Value ($000) $1,421 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,678 Value ($000) $1,088 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,586 Value ($000) $979 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,983 Value ($000) $734 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,982 Value ($000) $682 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,981 Value ($000) $714 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,847 Value ($000) $467 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,847 Value ($000) $509 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,847 Value ($000) $634 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,901 Value ($000) $600 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,847 Value ($000) $547 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,847 Value ($000) $620 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,847 Value ($000) $660 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 6,124 Value ($000) $1,109 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 6,124 Value ($000) $917 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 6,124 Value ($000) $772 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 5,933 Value ($000) $688 Avg Close $113.38 Range $77.78 - $132.89
Q3 2019
Shares 4,124 Value ($000) $542 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 4,839 Value ($000) $660 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 5,363 Value ($000) $692 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 4,072 Value ($000) $518 Avg Close $111.50 Range $96.19 - $135.93
Q2 2018
Shares 4,818 Value ($000) $656 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 4,617 Value ($000) $680 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 4,192 Value ($000) $659 Avg Close $116.31 Range $103.45 - $133.20