CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2025
Shares 4,805 Value ($000) $2,752 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,259 Value ($000) $2,509 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,264 Value ($000) $1,655 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,334 Value ($000) $1,099 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,962 Value ($000) $1,437 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,468 Value ($000) $1,356 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,361 Value ($000) $1,120 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,515 Value ($000) $1,288 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,166 Value ($000) $641 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,324 Value ($000) $361 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,141 Value ($000) $281 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 986 Value ($000) $226 Avg Close $230.59 Range $201.84 - $253.98
Q3 2021
Shares 1,209 Value ($000) $232 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,209 Value ($000) $263 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,208 Value ($000) $280 Avg Close $189.09 Range $163.90 - $217.37