CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Lantz Financial LLC's Holding History (CIK: 0001766883)

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

Q4 2025

Shares 3,756 Value ($000) $2,152 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,774 Value ($000) $1,801 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 3,396 Value ($000) $1,318 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 4,131 Value ($000) $1,362 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 4,121 Value ($000) $1,495 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 4,214 Value ($000) $1,648 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 4,181 Value ($000) $1,393 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,065 Value ($000) $1,490 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 4,077 Value ($000) $1,205 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 4,209 Value ($000) $1,149 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 4,061 Value ($000) $999 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 4,009 Value ($000) $917 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 4,009 Value ($000) $960 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 3,879 Value ($000) $636 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 3,878 Value ($000) $693 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,177 Value ($000) $931 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,176 Value ($000) $863 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,176 Value ($000) $802 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 4,175 Value ($000) $909 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 4,125 Value ($000) $956 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,289 Value ($000) $781 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 4,303 Value ($000) $642 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 4,302 Value ($000) $544 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 4,338 Value ($000) $503 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 4,447 Value ($000) $657 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 4,382 Value ($000) $526 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 4,381 Value ($000) $595 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 4,508 Value ($000) $611 Avg Close $114.61 Range $103.38 - $123.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,756	$2,152	$555.50	$469.79 - $627.50
Q3 2025	3,774	$1,801	$425.39	$381.75 - $483.95
Q2 2025	3,396	$1,318	$330.84	$264.29 - $386.62
Q1 2025	4,131	$1,362	$351.95	$315.09 - $404.98
Q4 2024	4,121	$1,495	$381.74	$351.93 - $412.27
Q3 2024	4,214	$1,648	$338.69	$301.40 - $389.91
Q2 2024	4,181	$1,393	$338.69	$308.78 - $372.10
Q1 2024	4,065	$1,490	$311.07	$268.51 - $357.70
Q4 2023	4,077	$1,205	$251.22	$216.95 - $290.10
Q3 2023	4,209	$1,149	$261.47	$229.25 - $283.47
Q2 2023	4,061	$999	$213.76	$195.84 - $240.81
Q1 2023	4,009	$917	$230.59	$201.84 - $253.98
Q4 2022	4,009	$960	$206.59	$156.72 - $232.83
Q3 2022	3,879	$636	$172.21	$151.58 - $189.11
Q2 2022	3,878	$693	$197.29	$164.98 - $221.91
Q1 2022	4,177	$931	$195.46	$167.60 - $214.37
Q4 2021	4,176	$863	$186.69	$173.30 - $200.95
Q3 2021	4,176	$802	$192.08	$172.62 - $206.58
Q2 2021	4,175	$909	$211.85	$188.71 - $226.53
Q1 2021	4,125	$956	$189.09	$163.90 - $217.37
Q4 2020	4,289	$781	$153.98	$129.92 - $167.14
Q3 2020	4,303	$642	$126.81	$112.24 - $141.22
Q2 2020	4,302	$544	$106.19	$89.90 - $125.54
Q1 2020	4,338	$503	$113.38	$77.78 - $132.89
Q4 2019	4,447	$657	$123.01	$102.69 - $131.46
Q3 2019	4,382	$526	$111.09	$97.87 - $122.22
Q2 2019	4,381	$595	$114.70	$103.20 - $125.83
Q1 2019	4,508	$611	$114.61	$103.38 - $123.15