CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Keystone Financial Group's Holding History (CIK: 0001729299)

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

Q4 2025
Shares 2,535 Value ($000) $1,452 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,447 Value ($000) $1,167 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 846 Value ($000) $328 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 886 Value ($000) $292 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 946 Value ($000) $343 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 945 Value ($000) $370 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 945 Value ($000) $315 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 961 Value ($000) $352 Avg Close $311.07 Range $268.51 - $357.70
Q3 2023
Shares 808 Value ($000) $221 Avg Close $261.47 Range $229.25 - $283.47
Q4 2022
Shares 921 Value ($000) $221 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 943 Value ($000) $210 Avg Close $195.46 Range $167.60 - $214.37
Q1 2021
Shares 882 Value ($000) $205 Avg Close $189.09 Range $163.90 - $217.37