CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Geneos Wealth Management Inc.'s Holding History (CIK: 0001764754)

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

Q4 2025
Shares 16,261 Value ($000) $9,316 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 13,689 Value ($000) $6,532 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 15,096 Value ($000) $5,860 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 23,351 Value ($000) $7,701 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 14,972 Value ($000) $5,431 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 15,246 Value ($000) $5,963 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 14,961 Value ($000) $4,983 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 15,869 Value ($000) $5,815 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 16,140 Value ($000) $4,772 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 16,855 Value ($000) $4,602 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 16,707 Value ($000) $4,111 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 12,337 Value ($000) $2,823 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 12,422 Value ($000) $2,976 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 11,750 Value ($000) $1,927 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 27,458 Value ($000) $4,895 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 27,663 Value ($000) $6,163 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 28,150 Value ($000) $5,819 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 28,011 Value ($000) $5,443 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 27,607 Value ($000) $6,011 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 32,300 Value ($000) $7,368 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 43,231 Value ($000) $8,806 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 64,048 Value ($000) $9,345 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 65,502 Value ($000) $8,016 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 66,129 Value ($000) $6,972 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 73,873 Value ($000) $10,953 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 77,333 Value ($000) $9,789 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 83,959 Value ($000) $11,442 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 82,703 Value ($000) $11,205 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 83,708 Value ($000) $10,514 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 83,076 Value ($000) $12,668 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 82,518 Value ($000) $11,195 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 83,606 Value ($000) $12,321 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 86,695 Value ($000) $13,661 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 83,900 Value ($000) $10,463 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 90,451 Value ($000) $9,719 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 91,038 Value ($000) $8,444 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 99,909 Value ($000) $9,265 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 107,916 Value ($000) $9,579 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 114,950 Value ($000) $8,787 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 137,115 Value ($000) $10,529 Avg Close $53.06 Range $44.66 - $61.22