CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Financial & Tax Architects, LLC's Holding History (CIK: 0001758543)

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

Q4 2025
Shares 13,438 Value ($000) $7,698 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 18,271 Value ($000) $8,718 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 19,542 Value ($000) $7,587 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,465 Value ($000) $483 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 17,923 Value ($000) $6,502 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 17,814 Value ($000) $6,967 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 18,074 Value ($000) $6,020 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 17,845 Value ($000) $6,539 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 20,580 Value ($000) $6,085 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 20,826 Value ($000) $5,686 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 21,865 Value ($000) $5,380 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 20,551 Value ($000) $4,703 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 19,765 Value ($000) $4,936 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 24,516 Value ($000) $4,023 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 21,868 Value ($000) $3,909 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 19,805 Value ($000) $4,413 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 17,689 Value ($000) $3,657 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 16,058 Value ($000) $3,083 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 14,446 Value ($000) $3,144 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 13,696 Value ($000) $3,176 Avg Close $189.09 Range $163.90 - $217.37