CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Meridian Wealth Advisors, LLC's Holding History (CIK: 0001768095)

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

Q4 2025
Shares 1,068 Value ($000) $612 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,398 Value ($000) $1,144 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,063 Value ($000) $413 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,063 Value ($000) $351 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,062 Value ($000) $385 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,066 Value ($000) $417 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 959 Value ($000) $319 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,016 Value ($000) $372 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 992 Value ($000) $293 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,001 Value ($000) $273 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 992 Value ($000) $244 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 992 Value ($000) $227 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 992 Value ($000) $238 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 1,202 Value ($000) $215 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,212 Value ($000) $270 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,062 Value ($000) $220 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,194 Value ($000) $229 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,124 Value ($000) $245 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,155 Value ($000) $268 Avg Close $189.09 Range $163.90 - $217.37
Q4 2018
Shares 1,265 Value ($000) $161 Avg Close $111.50 Range $96.19 - $135.93