CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

OneAscent Financial Services LLC's Holding History (CIK: 0001780985)

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

Q4 2025
Shares 3,119 Value ($000) $1,787 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 10,093 Value ($000) $4,816 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 13,767 Value ($000) $5 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 25,710 Value ($000) $8 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 11,976 Value ($000) $4 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 11,171 Value ($000) $4 Avg Close $338.69 Range $301.40 - $389.91
Q1 2024
Shares 11,265 Value ($000) $4 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 10,139 Value ($000) $3 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 769 Value ($000) $0 Avg Close $261.47 Range $229.25 - $283.47
Q1 2020
Shares 2,860 Value ($000) $332 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 3,282 Value ($000) $485 Avg Close $123.01 Range $102.69 - $131.46
Q2 2019
Shares 3,506 Value ($000) $478 Avg Close $114.70 Range $103.20 - $125.83