CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Marotta Asset Management's Holding History (CIK: 0001802091)

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

Q4 2025
Shares 491 Value ($000) $281 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 491 Value ($000) $236 Avg Close $425.39 Range $381.75 - $483.95
Q1 2025
Shares 697 Value ($000) $273 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 696 Value ($000) $250 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 697 Value ($000) $273 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 697 Value ($000) $229 Avg Close $338.69 Range $308.78 - $372.10
Q3 2023
Shares 1,192 Value ($000) $325 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,192 Value ($000) $293 Avg Close $213.76 Range $195.84 - $240.81
Q4 2022
Shares 1,192 Value ($000) $286 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,303 Value ($000) $213,823 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,337 Value ($000) $238,403 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,432 Value ($000) $319,114 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,381 Value ($000) $285,542 Avg Close $186.69 Range $173.30 - $200.95