CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Arkadios Wealth Advisors's Holding History (CIK: 0001800798)

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

Q4 2025

Shares 23,519 Value ($000) $13,474 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 21,616 Value ($000) $10,314 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 19,494 Value ($000) $7,568 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 12,621 Value ($000) $4,162 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 6,434 Value ($000) $2,334 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 6,671 Value ($000) $2,609 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 6,370 Value ($000) $2,122 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,539 Value ($000) $2,030 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,885 Value ($000) $1,740 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 6,045 Value ($000) $1,650 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 5,271 Value ($000) $1,297 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 5,887 Value ($000) $1,347 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,097 Value ($000) $1,461 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 5,913 Value ($000) $970 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 5,193 Value ($000) $928 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,785 Value ($000) $1,066 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,971 Value ($000) $1,028 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,613 Value ($000) $885 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 4,862 Value ($000) $1,058 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 4,081 Value ($000) $946 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,022 Value ($000) $732 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 3,482 Value ($000) $587,748 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,361 Value ($000) $460,170 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 3,206 Value ($000) $372,080 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 3,182 Value ($000) $444,549 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	23,519	$13,474	$555.50	$469.79 - $627.50
Q3 2025	21,616	$10,314	$425.39	$381.75 - $483.95
Q2 2025	19,494	$7,568	$330.84	$264.29 - $386.62
Q1 2025	12,621	$4,162	$351.95	$315.09 - $404.98
Q4 2024	6,434	$2,334	$381.74	$351.93 - $412.27
Q3 2024	6,671	$2,609	$338.69	$301.40 - $389.91
Q2 2024	6,370	$2,122	$338.69	$308.78 - $372.10
Q1 2024	5,539	$2,030	$311.07	$268.51 - $357.70
Q4 2023	5,885	$1,740	$251.22	$216.95 - $290.10
Q3 2023	6,045	$1,650	$261.47	$229.25 - $283.47
Q2 2023	5,271	$1,297	$213.76	$195.84 - $240.81
Q1 2023	5,887	$1,347	$230.59	$201.84 - $253.98
Q4 2022	6,097	$1,461	$206.59	$156.72 - $232.83
Q3 2022	5,913	$970	$172.21	$151.58 - $189.11
Q2 2022	5,193	$928	$197.29	$164.98 - $221.91
Q1 2022	4,785	$1,066	$195.46	$167.60 - $214.37
Q4 2021	4,971	$1,028	$186.69	$173.30 - $200.95
Q3 2021	4,613	$885	$192.08	$172.62 - $206.58
Q2 2021	4,862	$1,058	$211.85	$188.71 - $226.53
Q1 2021	4,081	$946	$189.09	$163.90 - $217.37
Q4 2020	4,022	$732	$153.98	$129.92 - $167.14
Q3 2020	3,482	$587,748	$126.81	$112.24 - $141.22
Q2 2020	3,361	$460,170	$106.19	$89.90 - $125.54
Q1 2020	3,206	$372,080	$113.38	$77.78 - $132.89
Q4 2019	3,182	$444,549	$123.01	$102.69 - $131.46