CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 103,773 Value ($000) $59,448 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 100,998 Value ($000) $48,191 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 101,065 Value ($000) $39,234 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 103,143 Value ($000) $34,016 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 100,620 Value ($000) $36,501 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 101,786 Value ($000) $39,811 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 96,491 Value ($000) $32,141 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 95,358 Value ($000) $34,942 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 72,430 Value ($000) $21,415 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 71,777 Value ($000) $19,595 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 57,907 Value ($000) $14,248 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 62,733 Value ($000) $14,356 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 49,703 Value ($000) $11,907 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 50,729 Value ($000) $8,324 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 43,824 Value ($000) $7,834 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 43,363 Value ($000) $9,662 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 43,504 Value ($000) $8,994 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 41,759 Value ($000) $8,017 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 39,995 Value ($000) $8,704 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 40,017 Value ($000) $9,278,817 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 29,378 Value ($000) $5,347 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 38,245 Value ($000) $5,704 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 45,993 Value ($000) $5,818 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 43,371 Value ($000) $5,032 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 39,474 Value ($000) $5,829 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 45,489 Value ($000) $5,745 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 43,767 Value ($000) $5,965 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 36,416 Value ($000) $4,934 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 28,397 Value ($000) $3,608 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 26,155 Value ($000) $3,988 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 21,619 Value ($000) $2,933 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 15,028 Value ($000) $2,214 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 15,445 Value ($000) $2,433 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 15,956 Value ($000) $1,989 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 34,245 Value ($000) $3,679 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 31,977 Value ($000) $2,966 Avg Close $77.69 Range $74.24 - $81.74