CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Brendel Financial Advisors LLC's Holding History (CIK: 0001768065)

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

Q4 2025
Shares 9,192 Value ($000) $5,266 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 9,314 Value ($000) $4,444 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 9,072 Value ($000) $4 Avg Close $330.84 Range $264.29 - $386.62
Q4 2024
Shares 9,403 Value ($000) $3 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 9,894 Value ($000) $4 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 9,444 Value ($000) $3 Avg Close $338.69 Range $308.78 - $372.10
Q1 2023
Shares 13,641 Value ($000) $3 Avg Close $230.59 Range $201.84 - $253.98