CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Claro Advisors Inc.'s Holding History (CIK: 0001764386)

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

Q4 2025
Shares 552 Value ($000) $316 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 518 Value ($000) $247 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 538 Value ($000) $209 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,374 Value ($000) $453 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,342 Value ($000) $487 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,754 Value ($000) $686 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,619 Value ($000) $539 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,616 Value ($000) $592 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,304 Value ($000) $386 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,331 Value ($000) $363 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,211 Value ($000) $298 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 934 Value ($000) $214 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 989 Value ($000) $237 Avg Close $206.59 Range $156.72 - $232.83
Q4 2019
Shares 1,621 Value ($000) $239 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,603 Value ($000) $202 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,341 Value ($000) $319 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,262 Value ($000) $307 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 2,028 Value ($000) $309 Avg Close $111.50 Range $96.19 - $135.93