CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

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

Q4 2025

Shares 2,663 Value ($000) $1,526 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,715 Value ($000) $1,295 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,746 Value ($000) $1,066 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,881 Value ($000) $950 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 2,825 Value ($000) $1,025 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,440 Value ($000) $1,345 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 3,698 Value ($000) $1,232 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,893 Value ($000) $1,427 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,861 Value ($000) $1,142 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 3,938 Value ($000) $1,075 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,015 Value ($000) $1,480 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,175 Value ($000) $1,413 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 4,096 Value ($000) $981 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 3,876 Value ($000) $636 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 3,213 Value ($000) $574 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,006 Value ($000) $893 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 3,856 Value ($000) $798 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 3,436 Value ($000) $660 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 3,347 Value ($000) $728 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 3,347 Value ($000) $776 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 3,179 Value ($000) $579 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 3,118 Value ($000) $465 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,078 Value ($000) $389 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 2,548 Value ($000) $295 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 2,961 Value ($000) $437 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 2,013 Value ($000) $254 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 1,468 Value ($000) $200 Avg Close $114.70 Range $103.20 - $125.83

Q3 2018

Shares 1,471 Value ($000) $225 Avg Close $120.51 Range $110.40 - $134.53

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,663	$1,526	$555.50	$469.79 - $627.50
Q3 2025	2,715	$1,295	$425.39	$381.75 - $483.95
Q2 2025	2,746	$1,066	$330.84	$264.29 - $386.62
Q1 2025	2,881	$950	$351.95	$315.09 - $404.98
Q4 2024	2,825	$1,025	$381.74	$351.93 - $412.27
Q3 2024	3,440	$1,345	$338.69	$301.40 - $389.91
Q2 2024	3,698	$1,232	$338.69	$308.78 - $372.10
Q1 2024	3,893	$1,427	$311.07	$268.51 - $357.70
Q4 2023	3,861	$1,142	$251.22	$216.95 - $290.10
Q3 2023	3,938	$1,075	$261.47	$229.25 - $283.47
Q2 2023	6,015	$1,480	$213.76	$195.84 - $240.81
Q1 2023	6,175	$1,413	$230.59	$201.84 - $253.98
Q4 2022	4,096	$981	$206.59	$156.72 - $232.83
Q3 2022	3,876	$636	$172.21	$151.58 - $189.11
Q2 2022	3,213	$574	$197.29	$164.98 - $221.91
Q1 2022	4,006	$893	$195.46	$167.60 - $214.37
Q4 2021	3,856	$798	$186.69	$173.30 - $200.95
Q3 2021	3,436	$660	$192.08	$172.62 - $206.58
Q2 2021	3,347	$728	$211.85	$188.71 - $226.53
Q1 2021	3,347	$776	$189.09	$163.90 - $217.37
Q4 2020	3,179	$579	$153.98	$129.92 - $167.14
Q3 2020	3,118	$465	$126.81	$112.24 - $141.22
Q2 2020	3,078	$389	$106.19	$89.90 - $125.54
Q1 2020	2,548	$295	$113.38	$77.78 - $132.89
Q4 2019	2,961	$437	$123.01	$102.69 - $131.46
Q3 2019	2,013	$254	$111.09	$97.87 - $122.22
Q2 2019	1,468	$200	$114.70	$103.20 - $125.83
Q3 2018	1,471	$225	$120.51	$110.40 - $134.53