CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Joseph P. Lucia & Associates, LLC's Holding History (CIK: 0001775391)

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

Q4 2025
Shares 543 Value ($000) $311 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 453 Value ($000) $216 Avg Close $425.39 Range $381.75 - $483.95
Q4 2024
Shares 572 Value ($000) $208 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 550 Value ($000) $215 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 650 Value ($000) $217 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 650 Value ($000) $238 Avg Close $311.07 Range $268.51 - $357.70
Q2 2022
Shares 599 Value ($000) $107 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 599 Value ($000) $133 Avg Close $195.46 Range $167.60 - $214.37
Q3 2021
Shares 419 Value ($000) $81 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 419 Value ($000) $91 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 419 Value ($000) $97 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 419 Value ($000) $76 Avg Close $153.98 Range $129.92 - $167.14
Q2 2020
Shares 269 Value ($000) $34 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 415 Value ($000) $48 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 414 Value ($000) $61 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 139 Value ($000) $18 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 219 Value ($000) $30 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 29,640 Value ($000) $212 Avg Close $114.61 Range $103.38 - $123.15