CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CVA Family Office, LLC's Holding History (CIK: 0001802084)

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

Q4 2025
Shares 2,561 Value ($000) $1,467 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,551 Value ($000) $1,217 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,538 Value ($000) $985 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,609 Value ($000) $860 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,429 Value ($000) $881 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,372 Value ($000) $928 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,465 Value ($000) $821 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,934 Value ($000) $1,075 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,881 Value ($000) $852 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,022 Value ($000) $825 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,813 Value ($000) $692 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,620 Value ($000) $600 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,770 Value ($000) $663 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,615 Value ($000) $429 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,180 Value ($000) $211 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,560 Value ($000) $348 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 825 Value ($000) $171 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 424 Value ($000) $63 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,040 Value ($000) $226 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 555 Value ($000) $129 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 340 Value ($000) $62 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 424 Value ($000) $63 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 424 Value ($000) $54 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 424 Value ($000) $49 Avg Close $113.38 Range $77.78 - $132.89