CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Charter Oak Capital Management, LLC's Holding History (CIK: 0001810720)

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

Q4 2025
Shares 1,433 Value ($000) $821 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,370 Value ($000) $654 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,581 Value ($000) $614 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,771 Value ($000) $584 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,751 Value ($000) $635 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,748 Value ($000) $684 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,435 Value ($000) $478 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,710 Value ($000) $627 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,549 Value ($000) $458 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,547 Value ($000) $422 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,545 Value ($000) $380 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,542 Value ($000) $353 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,536 Value ($000) $368 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,543 Value ($000) $253 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,560 Value ($000) $279 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,557 Value ($000) $347 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,544 Value ($000) $319 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,436 Value ($000) $276 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,434 Value ($000) $312 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,431 Value ($000) $332 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,431 Value ($000) $260 Avg Close $153.98 Range $129.92 - $167.14