CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JSF Financial, LLC's Holding History (CIK: 0001802224)

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

Q4 2025
Shares 790 Value ($000) $452 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 872 Value ($000) $416 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 880 Value ($000) $342 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 925 Value ($000) $305 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 952 Value ($000) $345 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 632 Value ($000) $247 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 641 Value ($000) $214 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 659 Value ($000) $242 Avg Close $311.07 Range $268.51 - $357.70
Q3 2023
Shares 1,022 Value ($000) $279 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,115 Value ($000) $274 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,115 Value ($000) $255 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,000 Value ($000) $240 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 928 Value ($000) $207 Avg Close $195.46 Range $167.60 - $214.37
Q3 2021
Shares 1,323 Value ($000) $254 Avg Close $192.08 Range $172.62 - $206.58