CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

D.B. Root & Company, LLC's Holding History (CIK: 0001731717)

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

Q4 2025
Shares 904 Value ($000) $518 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 893 Value ($000) $426 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 831 Value ($000) $323 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 951 Value ($000) $314 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 958 Value ($000) $348 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 944 Value ($000) $369 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 868 Value ($000) $289 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 744 Value ($000) $273 Avg Close $311.07 Range $268.51 - $357.70
Q1 2021
Shares 877 Value ($000) $203 Avg Close $189.09 Range $163.90 - $217.37