CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Kozak & Associates, Inc.'s Holding History (CIK: 0001764970)

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

Q4 2025
Shares 1,800 Value ($000) $1,112 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,701 Value ($000) $939 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,598 Value ($000) $643 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,592 Value ($000) $475 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,585 Value ($000) $577 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,674 Value ($000) $659 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,667 Value ($000) $551 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,661 Value ($000) $583 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,457 Value ($000) $419 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,381 Value ($000) $634 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,795 Value ($000) $691 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,794 Value ($000) $639 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,790 Value ($000) $1 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,786 Value ($000) $501 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2,782 Value ($000) $497 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,778 Value ($000) $588 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,778 Value ($000) $588 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,015 Value ($000) $419 Avg Close $192.08 Range $172.62 - $206.58
Q4 2020
Shares 1,979 Value ($000) $382 Avg Close $153.98 Range $129.92 - $167.14