CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Stamos Capital Partners, L.P.'s Holding History (CIK: 0001705399)

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

Q4 2025
Shares 5,739 Value ($000) $3,288 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,168 Value ($000) $1,989 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 7,815 Value ($000) $3,034 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 6,651 Value ($000) $2,194 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 7,610 Value ($000) $2,761 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 7,130 Value ($000) $2,789 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 9,350 Value ($000) $3,114 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 8,290 Value ($000) $3,038 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 17,910 Value ($000) $5,295 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 22,900 Value ($000) $6,252 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 21,410 Value ($000) $5,268 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 19,600 Value ($000) $4,485 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 15,400 Value ($000) $3,689 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 36,830 Value ($000) $6,043 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 15,200 Value ($000) $2,717 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 15,200 Value ($000) $3,387 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 4,900 Value ($000) $1,013 Avg Close $186.69 Range $173.30 - $200.95
Q1 2019
Shares 1,500 Value ($000) $206 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 10,471 Value ($000) $1,331 Avg Close $111.50 Range $96.19 - $135.93