CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Keudell/Morrison Wealth Management's Holding History (CIK: 0001785498)

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

Q4 2025

Shares 5,983 Value ($000) $3,427 Avg Close $555.50 Range $469.79 - $627.50

Q2 2025

Shares 5,978 Value ($000) $2,321 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 6,152 Value ($000) $2,029 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,973 Value ($000) $2,167 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,972 Value ($000) $2,336 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 5,972 Value ($000) $1,989 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,972 Value ($000) $2,188 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,987 Value ($000) $1,770 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,987 Value ($000) $1,634 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 5,987 Value ($000) $1,473 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 5,987 Value ($000) $1,370 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,119 Value ($000) $1,466 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 6,141 Value ($000) $1,008 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 5,963 Value ($000) $1,066 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 5,956 Value ($000) $1,327 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 5,956 Value ($000) $1,231 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 5,931 Value ($000) $1,139 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 5,766 Value ($000) $1,255 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 5,756 Value ($000) $1,335 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 5,637 Value ($000) $1,026 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 5,652 Value ($000) $843 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 6,652 Value ($000) $841 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 6,604 Value ($000) $766 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 6,427 Value ($000) $949 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 6,427 Value ($000) $812 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 6,877 Value ($000) $831 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 6,905 Value ($000) $936 Avg Close $114.61 Range $103.38 - $123.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,983	$3,427	$555.50	$469.79 - $627.50
Q2 2025	5,978	$2,321	$330.84	$264.29 - $386.62
Q1 2025	6,152	$2,029	$351.95	$315.09 - $404.98
Q4 2024	5,973	$2,167	$381.74	$351.93 - $412.27
Q3 2024	5,972	$2,336	$338.69	$301.40 - $389.91
Q2 2024	5,972	$1,989	$338.69	$308.78 - $372.10
Q1 2024	5,972	$2,188	$311.07	$268.51 - $357.70
Q4 2023	5,987	$1,770	$251.22	$216.95 - $290.10
Q3 2023	5,987	$1,634	$261.47	$229.25 - $283.47
Q2 2023	5,987	$1,473	$213.76	$195.84 - $240.81
Q1 2023	5,987	$1,370	$230.59	$201.84 - $253.98
Q4 2022	6,119	$1,466	$206.59	$156.72 - $232.83
Q3 2022	6,141	$1,008	$172.21	$151.58 - $189.11
Q2 2022	5,963	$1,066	$197.29	$164.98 - $221.91
Q1 2022	5,956	$1,327	$195.46	$167.60 - $214.37
Q4 2021	5,956	$1,231	$186.69	$173.30 - $200.95
Q3 2021	5,931	$1,139	$192.08	$172.62 - $206.58
Q2 2021	5,766	$1,255	$211.85	$188.71 - $226.53
Q1 2021	5,756	$1,335	$189.09	$163.90 - $217.37
Q4 2020	5,637	$1,026	$153.98	$129.92 - $167.14
Q3 2020	5,652	$843	$126.81	$112.24 - $141.22
Q2 2020	6,652	$841	$106.19	$89.90 - $125.54
Q1 2020	6,604	$766	$113.38	$77.78 - $132.89
Q4 2019	6,427	$949	$123.01	$102.69 - $131.46
Q3 2019	6,427	$812	$111.09	$97.87 - $122.22
Q2 2019	6,877	$831	$114.70	$103.20 - $125.83
Q1 2019	6,905	$936	$114.61	$103.38 - $123.15