CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MPS Loria Financial Planners, LLC's Holding History (CIK: 0001716180)

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

Q4 2025
Shares 773 Value ($000) $443 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 771 Value ($000) $368 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 768 Value ($000) $298 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 766 Value ($000) $252 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 763 Value ($000) $277 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 760 Value ($000) $297 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,428 Value ($000) $476 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,426 Value ($000) $523 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,115 Value ($000) $921 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,457 Value ($000) $944 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,756 Value ($000) $678 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,856 Value ($000) $654 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,853 Value ($000) $683 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,850 Value ($000) $468 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,815 Value ($000) $503 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,812 Value ($000) $626 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,808 Value ($000) $580 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,004 Value ($000) $576 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,906 Value ($000) $633 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,895 Value ($000) $671 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,893 Value ($000) $527 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,841 Value ($000) $424 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,836 Value ($000) $359 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,830 Value ($000) $328 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,826 Value ($000) $417 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,821 Value ($000) $356 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,815 Value ($000) $383 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,811 Value ($000) $381 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 2,806 Value ($000) $356 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 2,802 Value ($000) $427 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 2,798 Value ($000) $380 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 2,794 Value ($000) $412 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 2,791 Value ($000) $440 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 2,787 Value ($000) $348 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 2,783 Value ($000) $316 Avg Close $84.05 Range $74.79 - $89.64