CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Allied Investment Advisors, LLC's Holding History (CIK: 0001729869)

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

Q4 2025
Shares 41,070 Value ($000) $23,528 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 43,509 Value ($000) $20,760 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 43,731 Value ($000) $16,977 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 42,984 Value ($000) $14,176 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 41,767 Value ($000) $15,151 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 42,429 Value ($000) $16,595 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 42,426 Value ($000) $14,132 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 43,511 Value ($000) $15,944 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 43,570 Value ($000) $12,882 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 43,755 Value ($000) $11,945 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 44,018 Value ($000) $10,831 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 43,260 Value ($000) $9,900 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 43,408 Value ($000) $10,399 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 43,398 Value ($000) $7,121 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 41,370 Value ($000) $7,395 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 40,480 Value ($000) $9,020 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 38,063 Value ($000) $7,869 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 36,490 Value ($000) $7,005 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 36,409 Value ($000) $7,924 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 37,871 Value ($000) $8,781 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 38,866 Value ($000) $7,074 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 39,038 Value ($000) $5,823 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 39,188 Value ($000) $4,957 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 37,458 Value ($000) $4,347 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 35,151 Value ($000) $5,191 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 34,391 Value ($000) $4,344 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 33,230 Value ($000) $4,529 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 33,150 Value ($000) $4,491 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 31,300 Value ($000) $3,977 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 27,490 Value ($000) $4,192 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 27,075 Value ($000) $3,673 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 27,930 Value ($000) $4,116 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 40,205 Value ($000) $6,336 Avg Close $116.31 Range $103.45 - $133.20