CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CRA Financial Services, LLC's Holding History (CIK: 0001765594)

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

Q4 2025

Shares 3,483 Value ($000) $1,995 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,473 Value ($000) $1,657 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 3,448 Value ($000) $1,339 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 3,437 Value ($000) $1,134 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 3,940 Value ($000) $1,429 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 4,268 Value ($000) $1,669 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 4,268 Value ($000) $1,422 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,368 Value ($000) $1,601 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,868 Value ($000) $1,144 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 3,868 Value ($000) $1,056 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 3,868 Value ($000) $952 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 3,832 Value ($000) $877 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 3,832 Value ($000) $918 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 3,832 Value ($000) $629 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 3,832 Value ($000) $685 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,432 Value ($000) $988 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 3,482 Value ($000) $720 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 3,512 Value ($000) $674 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 3,512 Value ($000) $764 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 3,512 Value ($000) $814 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 3,482 Value ($000) $634 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 3,362 Value ($000) $501 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,562 Value ($000) $451 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 4,262 Value ($000) $495 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 4,200 Value ($000) $620 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 4,200 Value ($000) $531 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 4,769 Value ($000) $650 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 4,621 Value ($000) $626 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 4,621 Value ($000) $587 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,483	$1,995	$555.50	$469.79 - $627.50
Q3 2025	3,473	$1,657	$425.39	$381.75 - $483.95
Q2 2025	3,448	$1,339	$330.84	$264.29 - $386.62
Q1 2025	3,437	$1,134	$351.95	$315.09 - $404.98
Q4 2024	3,940	$1,429	$381.74	$351.93 - $412.27
Q3 2024	4,268	$1,669	$338.69	$301.40 - $389.91
Q2 2024	4,268	$1,422	$338.69	$308.78 - $372.10
Q1 2024	4,368	$1,601	$311.07	$268.51 - $357.70
Q4 2023	3,868	$1,144	$251.22	$216.95 - $290.10
Q3 2023	3,868	$1,056	$261.47	$229.25 - $283.47
Q2 2023	3,868	$952	$213.76	$195.84 - $240.81
Q1 2023	3,832	$877	$230.59	$201.84 - $253.98
Q4 2022	3,832	$918	$206.59	$156.72 - $232.83
Q3 2022	3,832	$629	$172.21	$151.58 - $189.11
Q2 2022	3,832	$685	$197.29	$164.98 - $221.91
Q1 2022	4,432	$988	$195.46	$167.60 - $214.37
Q4 2021	3,482	$720	$186.69	$173.30 - $200.95
Q3 2021	3,512	$674	$192.08	$172.62 - $206.58
Q2 2021	3,512	$764	$211.85	$188.71 - $226.53
Q1 2021	3,512	$814	$189.09	$163.90 - $217.37
Q4 2020	3,482	$634	$153.98	$129.92 - $167.14
Q3 2020	3,362	$501	$126.81	$112.24 - $141.22
Q2 2020	3,562	$451	$106.19	$89.90 - $125.54
Q1 2020	4,262	$495	$113.38	$77.78 - $132.89
Q4 2019	4,200	$620	$123.01	$102.69 - $131.46
Q3 2019	4,200	$531	$111.09	$97.87 - $122.22
Q2 2019	4,769	$650	$114.70	$103.20 - $125.83
Q1 2019	4,621	$626	$114.61	$103.38 - $123.15
Q4 2018	4,621	$587	$111.50	$96.19 - $135.93