CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Summit Global Investments's Holding History (CIK: 0001697953)

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

Q4 2025
Shares 2,470 Value ($000) $1 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 443 Value ($000) $0 Avg Close $425.39 Range $381.75 - $483.95
Q4 2024
Shares 2,220 Value ($000) $1 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,843 Value ($000) $1 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,728 Value ($000) $1 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,806 Value ($000) $1 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,127 Value ($000) $1 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,089 Value ($000) $0 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,624 Value ($000) $0 Avg Close $213.76 Range $195.84 - $240.81
Q2 2019
Shares 36,850 Value ($000) $5,022 Avg Close $114.70 Range $103.20 - $125.83