CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Coastal Investment Advisors, Inc.'s Holding History (CIK: 0001776792)

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

Q4 2025

Shares 2,814 Value ($000) $1,612 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,054 Value ($000) $1,457 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,728 Value ($000) $1,059 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,658 Value ($000) $877 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 2,388 Value ($000) $869 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 2,429 Value ($000) $957 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 4,547 Value ($000) $1,515 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,374 Value ($000) $1,603 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 4,603 Value ($000) $1,361 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,651 Value ($000) $1,390 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 5,801 Value ($000) $1,427 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,292 Value ($000) $1,440 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,132 Value ($000) $1,469 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 6,096 Value ($000) $1,000 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 6,021 Value ($000) $1,073 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 5,706 Value ($000) $1,271 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,597 Value ($000) $950 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,164 Value ($000) $799 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 4,242 Value ($000) $923 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 4,572 Value ($000) $1,060 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 5,301 Value ($000) $965 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 4,702 Value ($000) $701 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,389 Value ($000) $429 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 3,301 Value ($000) $383 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 5,259 Value ($000) $758 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 4,811 Value ($000) $610 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 4,639 Value ($000) $634 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 6,069 Value ($000) $824 Avg Close $114.61 Range $103.38 - $123.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,814	$1,612	$555.50	$469.79 - $627.50
Q3 2025	3,054	$1,457	$425.39	$381.75 - $483.95
Q2 2025	2,728	$1,059	$330.84	$264.29 - $386.62
Q1 2025	2,658	$877	$351.95	$315.09 - $404.98
Q4 2024	2,388	$869	$381.74	$351.93 - $412.27
Q3 2024	2,429	$957	$338.69	$301.40 - $389.91
Q2 2024	4,547	$1,515	$338.69	$308.78 - $372.10
Q1 2024	4,374	$1,603	$311.07	$268.51 - $357.70
Q4 2023	4,603	$1,361	$251.22	$216.95 - $290.10
Q3 2023	5,651	$1,390	$261.47	$229.25 - $283.47
Q2 2023	5,801	$1,427	$213.76	$195.84 - $240.81
Q1 2023	6,292	$1,440	$230.59	$201.84 - $253.98
Q4 2022	6,132	$1,469	$206.59	$156.72 - $232.83
Q3 2022	6,096	$1,000	$172.21	$151.58 - $189.11
Q2 2022	6,021	$1,073	$197.29	$164.98 - $221.91
Q1 2022	5,706	$1,271	$195.46	$167.60 - $214.37
Q4 2021	4,597	$950	$186.69	$173.30 - $200.95
Q3 2021	4,164	$799	$192.08	$172.62 - $206.58
Q2 2021	4,242	$923	$211.85	$188.71 - $226.53
Q1 2021	4,572	$1,060	$189.09	$163.90 - $217.37
Q4 2020	5,301	$965	$153.98	$129.92 - $167.14
Q3 2020	4,702	$701	$126.81	$112.24 - $141.22
Q2 2020	3,389	$429	$106.19	$89.90 - $125.54
Q1 2020	3,301	$383	$113.38	$77.78 - $132.89
Q4 2019	5,259	$758	$123.01	$102.69 - $131.46
Q3 2019	4,811	$610	$111.09	$97.87 - $122.22
Q2 2019	4,639	$634	$114.70	$103.20 - $125.83
Q1 2019	6,069	$824	$114.61	$103.38 - $123.15