CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 24,395 Value ($000) $13,975 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 21,633 Value ($000) $10,322 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 31,347 Value ($000) $12,169 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 19,760 Value ($000) $6,517 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 19,935 Value ($000) $7,232 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 19,720 Value ($000) $7,713 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 20,794 Value ($000) $6,926 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 20,824 Value ($000) $7,570 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 20,330 Value ($000) $6,011 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 19,756 Value ($000) $5,394 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 18,929 Value ($000) $4,657 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 26,814 Value ($000) $6,136 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 14,767 Value ($000) $3,538 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 14,500 Value ($000) $2,379 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 13,547 Value ($000) $2,422 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 25,925 Value ($000) $5,777 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 13,063 Value ($000) $2,701 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 13,459 Value ($000) $2,584 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 11,498 Value ($000) $2,502 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 10,710 Value ($000) $2,483 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 10,633 Value ($000) $1,935 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 11,898 Value ($000) $1,775 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 11,364 Value ($000) $1,438 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 13,059 Value ($000) $1,633 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 21,023 Value ($000) $3,105 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 8,699 Value ($000) $1,099 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 22,349 Value ($000) $3,046 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 19,855 Value ($000) $2,690 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 19,242 Value ($000) $2,445 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 19,175 Value ($000) $2,323 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 19,416 Value ($000) $2,623 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 19,137 Value ($000) $2,820 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 18,935 Value ($000) $2,984 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 15,684 Value ($000) $1,956 Avg Close $96.02 Range $87.71 - $104.79