CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Foundations Investment Advisors, LLC's Holding History (CIK: 0001743404)

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

Q4 2025
Shares 7,870 Value ($000) $4,508 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 7,595 Value ($000) $3,624 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 8,253 Value ($000) $3,204 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 8,844 Value ($000) $2,917 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 7,687 Value ($000) $2,789 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 6,831 Value ($000) $2,672 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 6,275 Value ($000) $2,090 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 7,534 Value ($000) $2,761 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,158 Value ($000) $1,895 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,092 Value ($000) $1,663 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,153 Value ($000) $1,268 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,721 Value ($000) $1,080 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,681 Value ($000) $882 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,782 Value ($000) $456 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,926 Value ($000) $504 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,286 Value ($000) $521 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,327 Value ($000) $518 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,426 Value ($000) $467 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,075 Value ($000) $451 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,091 Value ($000) $482 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,257 Value ($000) $438 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,045 Value ($000) $307 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,045 Value ($000) $261 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,079 Value ($000) $231 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 1,876 Value ($000) $278 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,998 Value ($000) $240 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 1,883 Value ($000) $255 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 1,728 Value ($000) $234 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 1,728 Value ($000) $228 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 1,655 Value ($000) $252 Avg Close $120.51 Range $110.40 - $134.53