CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Kingsview Wealth Management, LLC's Holding History (CIK: 0001791965)

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

Q4 2025

Shares 11,587 Value ($000) $6,638 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 11,468 Value ($000) $5,472 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 11,159 Value ($000) $4,332 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 11,073 Value ($000) $3,652 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 11,159 Value ($000) $4,048 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 11,736 Value ($000) $4,590 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 11,658 Value ($000) $3,883 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 12,003 Value ($000) $4,398 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 12,185 Value ($000) $3,603 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 13,668 Value ($000) $3,731 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 13,288 Value ($000) $3,269 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 11,829 Value ($000) $2,707 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 12,469 Value ($000) $2,987 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 12,533 Value ($000) $2,056 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 11,762 Value ($000) $2,103 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 12,016 Value ($000) $2,677 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 10,668 Value ($000) $2,206 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 8,824 Value ($000) $1,694 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 9,788 Value ($000) $2,121 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 6,310 Value ($000) $1,469 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 6,233 Value ($000) $1,134 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 5,114 Value ($000) $763 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 6,072 Value ($000) $768 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 6,680 Value ($000) $775 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 6,536 Value ($000) $965 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 5,080 Value ($000) $642 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 5,183 Value ($000) $706 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 5,081 Value ($000) $688 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 4,183 Value ($000) $532 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 11,236 Value ($000) $1,713 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 11,350 Value ($000) $1,540 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 7,790 Value ($000) $1,148 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 6,314 Value ($000) $995 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 2,447 Value ($000) $305 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 1,879 Value ($000) $202 Avg Close $84.05 Range $74.79 - $89.64

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,587	$6,638	$555.50	$469.79 - $627.50
Q3 2025	11,468	$5,472	$425.39	$381.75 - $483.95
Q2 2025	11,159	$4,332	$330.84	$264.29 - $386.62
Q1 2025	11,073	$3,652	$351.95	$315.09 - $404.98
Q4 2024	11,159	$4,048	$381.74	$351.93 - $412.27
Q3 2024	11,736	$4,590	$338.69	$301.40 - $389.91
Q2 2024	11,658	$3,883	$338.69	$308.78 - $372.10
Q1 2024	12,003	$4,398	$311.07	$268.51 - $357.70
Q4 2023	12,185	$3,603	$251.22	$216.95 - $290.10
Q3 2023	13,668	$3,731	$261.47	$229.25 - $283.47
Q2 2023	13,288	$3,269	$213.76	$195.84 - $240.81
Q1 2023	11,829	$2,707	$230.59	$201.84 - $253.98
Q4 2022	12,469	$2,987	$206.59	$156.72 - $232.83
Q3 2022	12,533	$2,056	$172.21	$151.58 - $189.11
Q2 2022	11,762	$2,103	$197.29	$164.98 - $221.91
Q1 2022	12,016	$2,677	$195.46	$167.60 - $214.37
Q4 2021	10,668	$2,206	$186.69	$173.30 - $200.95
Q3 2021	8,824	$1,694	$192.08	$172.62 - $206.58
Q2 2021	9,788	$2,121	$211.85	$188.71 - $226.53
Q1 2021	6,310	$1,469	$189.09	$163.90 - $217.37
Q4 2020	6,233	$1,134	$153.98	$129.92 - $167.14
Q3 2020	5,114	$763	$126.81	$112.24 - $141.22
Q2 2020	6,072	$768	$106.19	$89.90 - $125.54
Q1 2020	6,680	$775	$113.38	$77.78 - $132.89
Q4 2019	6,536	$965	$123.01	$102.69 - $131.46
Q3 2019	5,080	$642	$111.09	$97.87 - $122.22
Q2 2019	5,183	$706	$114.70	$103.20 - $125.83
Q1 2019	5,081	$688	$114.61	$103.38 - $123.15
Q4 2018	4,183	$532	$111.50	$96.19 - $135.93
Q3 2018	11,236	$1,713	$120.51	$110.40 - $134.53
Q2 2018	11,350	$1,540	$126.53	$112.48 - $137.00
Q1 2018	7,790	$1,148	$133.07	$120.49 - $146.01
Q4 2017	6,314	$995	$116.31	$103.45 - $133.20
Q3 2017	2,447	$305	$96.02	$87.71 - $104.79
Q2 2017	1,879	$202	$84.05	$74.79 - $89.64