CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 3,839 Value ($000) $2,199 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,752 Value ($000) $836 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,723 Value ($000) $669 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,739 Value ($000) $573 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,933 Value ($000) $701 Avg Close $381.74 Range $351.93 - $412.27
Q2 2024
Shares 1,686 Value ($000) $562 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,864 Value ($000) $683 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,090 Value ($000) $322 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,006 Value ($000) $275 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,022 Value ($000) $252 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,673 Value ($000) $383 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,015 Value ($000) $483 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,876 Value ($000) $308 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,859 Value ($000) $332 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,837 Value ($000) $409 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,827 Value ($000) $378 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,953 Value ($000) $375 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,340 Value ($000) $509 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,584 Value ($000) $599 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,405 Value ($000) $438 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,237 Value ($000) $334 Avg Close $126.81 Range $112.24 - $141.22
Q3 2018
Shares 209 Value ($000) $28 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 209 Value ($000) $28 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 362 Value ($000) $53 Avg Close $133.07 Range $120.49 - $146.01