CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 12,934 Value ($000) $7,410 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 12,714 Value ($000) $6,066 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 12,246 Value ($000) $4,754 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 32,043 Value ($000) $10,568 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 37,737 Value ($000) $13,689 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 36,884 Value ($000) $14,426 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 34,456 Value ($000) $11,477 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 11,086 Value ($000) $4,062 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 10,963 Value ($000) $3,242 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 8,675 Value ($000) $2,368 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 8,240 Value ($000) $2,027 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,994 Value ($000) $456 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,118 Value ($000) $507 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,304 Value ($000) $378,030 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,979 Value ($000) $353,814 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,200 Value ($000) $490,234 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,156 Value ($000) $445,731 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,897 Value ($000) $364,167 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,472 Value ($000) $320,351 Avg Close $211.85 Range $188.71 - $226.53