CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Legacy Financial Advisors, Inc.'s Holding History (CIK: 0001730810)

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

Q4 2025
Shares 2,750 Value ($000) $1,575 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,700 Value ($000) $1,288 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,239 Value ($000) $869 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,156 Value ($000) $711 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,155 Value ($000) $782 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,033 Value ($000) $795 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,983 Value ($000) $661 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,995 Value ($000) $731 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,853 Value ($000) $548 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,709 Value ($000) $467 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,465 Value ($000) $361 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,257 Value ($000) $288 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,262 Value ($000) $302 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 985 Value ($000) $219 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 974 Value ($000) $201 Avg Close $186.69 Range $173.30 - $200.95
Q1 2019
Shares 698 Value ($000) $95 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 481 Value ($000) $61 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 196 Value ($000) $29 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 196 Value ($000) $28 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 165 Value ($000) $24 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,866 Value ($000) $294 Avg Close $116.31 Range $103.45 - $133.20