CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Zhang Financial LLC's Holding History (CIK: 0001776290)

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

Q4 2025
Shares 10,485 Value ($000) $6,006 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 10,576 Value ($000) $5,046 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 10,292 Value ($000) $3,995 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 10,485 Value ($000) $3,458 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 9,158 Value ($000) $3,322 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 8,422 Value ($000) $3,294 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 8,195 Value ($000) $2,730 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 8,019 Value ($000) $2,938 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,593 Value ($000) $1,949 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,137 Value ($000) $1,676 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,735 Value ($000) $1,420 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,912 Value ($000) $1,124 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 4,641 Value ($000) $1,112 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,244 Value ($000) $532 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,254 Value ($000) $582 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,650 Value ($000) $590 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,516 Value ($000) $520 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,302 Value ($000) $442 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,180 Value ($000) $474 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,461 Value ($000) $571 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,461 Value ($000) $448 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,170 Value ($000) $324 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,170 Value ($000) $275 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,370 Value ($000) $275 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,370 Value ($000) $350 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 2,370 Value ($000) $299 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,370 Value ($000) $323 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 2,640 Value ($000) $358 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 2,640 Value ($000) $335 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 2,188 Value ($000) $333 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 2,188 Value ($000) $298 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 2,188 Value ($000) $315 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 2,399 Value ($000) $398 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 2,399 Value ($000) $304 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 2,599 Value ($000) $280 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 2,399 Value ($000) $398 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 3,082 Value ($000) $291 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 5,281 Value ($000) $469 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 4,981 Value ($000) $378 Avg Close $59.82 Range $55.25 - $64.10
Q1 2016
Shares 4,981 Value ($000) $381 Avg Close $53.06 Range $44.66 - $61.22
Q4 2015
Shares 3,781 Value ($000) $257 Avg Close $54.58 Range $48.84 - $59.43
Q3 2015
Shares 4,408 Value ($000) $288 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 3,781 Value ($000) $321 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 3,781 Value ($000) $303 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 3,781 Value ($000) $346 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 13,596 Value ($000) $1,346 Avg Close $79.29 Range $73.57 - $83.32