CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Heritage Trust Co's Holding History (CIK: 0001706028)

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

Q4 2025
Shares 11,935 Value ($000) $6,837 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 11,701 Value ($000) $5,583 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 11,988 Value ($000) $4,654 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 10,599 Value ($000) $3,496 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 9,836 Value ($000) $3,568 Avg Close $381.74 Range $351.93 - $412.27
Q2 2024
Shares 10,933 Value ($000) $3,642 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 10,999 Value ($000) $4,030 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 11,208 Value ($000) $3,314 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 11,239 Value ($000) $3,068 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 11,053 Value ($000) $2,720 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 9,290 Value ($000) $2,126 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 9,296 Value ($000) $2,227 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 9,318 Value ($000) $1,529 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 9,326 Value ($000) $1,667 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 9,416 Value ($000) $2,098 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 10,879 Value ($000) $2,250 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 10,704 Value ($000) $2,055 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 10,827 Value ($000) $2,356 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 10,746 Value ($000) $2,491 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 10,764 Value ($000) $1,959 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 9,663 Value ($000) $1,441 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 10,096 Value ($000) $1,277 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 10,346 Value ($000) $1,200 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 12,267 Value ($000) $1,811 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 12,928 Value ($000) $1,633 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 13,963 Value ($000) $1,903 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 14,401 Value ($000) $1,951 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 14,627 Value ($000) $1,858 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 14,088 Value ($000) $2,148 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 14,289 Value ($000) $1,939 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 14,337 Value ($000) $2,113 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 15,544 Value ($000) $2,449 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 15,769 Value ($000) $1,967 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 16,979 Value ($000) $1,824 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 18,385 Value ($000) $1,706 Avg Close $77.69 Range $74.24 - $81.74