CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

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

Q4 2025
Shares 3,600 Value ($000) $2,062 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,354 Value ($000) $1,600 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,428 Value ($000) $1,331 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,893 Value ($000) $1,284 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 10,653 Value ($000) $3,833 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 10,835 Value ($000) $4,238 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 10,514 Value ($000) $3,476 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 9,686 Value ($000) $3,549 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 9,764 Value ($000) $2,887 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 9,736 Value ($000) $2,286 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 9,423 Value ($000) $2,319 Avg Close $213.76 Range $195.84 - $240.81
Q4 2020
Shares 8,125 Value ($000) $1,479 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 8,129 Value ($000) $1,212 Avg Close $126.81 Range $112.24 - $141.22