CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Meridian Financial Partners LLC's Holding History (CIK: 0001763722)

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

Q4 2025
Shares 1,215 Value ($000) $784 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,204 Value ($000) $605 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,194 Value ($000) $0 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,194 Value ($000) $0 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 994 Value ($000) $0 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 994 Value ($000) $0 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,008 Value ($000) $0 Avg Close $338.69 Range $308.78 - $372.10
Q2 2023
Shares 1,106 Value ($000) $0 Avg Close $213.76 Range $195.84 - $240.81
Q2 2022
Shares 3,990 Value ($000) $739 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 3,367 Value ($000) $746 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,560 Value ($000) $295 Avg Close $192.08 Range $172.62 - $206.58