CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Crewe Advisors LLC's Holding History (CIK: 0001730033)

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

Q4 2025
Shares 1,610 Value ($000) $922 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,595 Value ($000) $761 Avg Close $425.39 Range $381.75 - $483.95
Q2 2024
Shares 1,712 Value ($000) $570 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,655 Value ($000) $606 Avg Close $311.07 Range $268.51 - $357.70
Q2 2023
Shares 1,256 Value ($000) $309 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,451 Value ($000) $332 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,496 Value ($000) $358 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 437 Value ($000) $72 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 386 Value ($000) $69 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 131 Value ($000) $29 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 131 Value ($000) $27 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 31 Value ($000) $6 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 70 Value ($000) $15 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 107 Value ($000) $25 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 107 Value ($000) $19 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 113 Value ($000) $17 Avg Close $126.81 Range $112.24 - $141.22
Q3 2019
Shares 22 Value ($000) $3 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 183 Value ($000) $25 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 183 Value ($000) $25 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 183 Value ($000) $23 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 183 Value ($000) $28 Avg Close $120.51 Range $110.40 - $134.53