CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 22,306 Value ($000) $12,778 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 17,981 Value ($000) $8,580 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 16,202 Value ($000) $6,290 Avg Close $330.84 Range $264.29 - $386.62
Q4 2024
Shares 20,258 Value ($000) $7,349 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 22,964 Value ($000) $8,982 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 22,466 Value ($000) $7,484 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 19,234 Value ($000) $7,048 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 18,867 Value ($000) $5,419 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 20,455 Value ($000) $5,421 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 19,891 Value ($000) $4,894 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 18,542 Value ($000) $3,998 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 18,332 Value ($000) $4,392 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 18,731 Value ($000) $4,055 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 18,161 Value ($000) $3,247 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 19,198 Value ($000) $3,948 Avg Close $195.46 Range $167.60 - $214.37
Q3 2021
Shares 17,674 Value ($000) $3,393 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 16,567 Value ($000) $3,605 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 15,446 Value ($000) $3,581 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 5,482 Value ($000) $998 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 5,463 Value ($000) $815 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 5,381 Value ($000) $681 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 5,125 Value ($000) $595 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 3,439 Value ($000) $508 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 3,405 Value ($000) $430 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 3,050 Value ($000) $416 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,425 Value ($000) $329 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 1,933 Value ($000) $246 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 2,493 Value ($000) $380 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 2,133 Value ($000) $289 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 1,974 Value ($000) $291 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 1,783 Value ($000) $281 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 1,829 Value ($000) $228 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 1,707 Value ($000) $183 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 2,128 Value ($000) $197 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 1,793 Value ($000) $166 Avg Close $73.74 Range $65.47 - $79.39