CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Retirement Planning Co of New England, Inc.'s Holding History (CIK: 0001817693)

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

Q4 2025
Shares 2,156 Value ($000) $1,235 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,411 Value ($000) $1,150 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,338 Value ($000) $908 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,335 Value ($000) $770 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,314 Value ($000) $840 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,373 Value ($000) $928 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,221 Value ($000) $740 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,330 Value ($000) $854 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,743 Value ($000) $1,994 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,419 Value ($000) $1,753 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,365 Value ($000) $828 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,368 Value ($000) $771 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,382 Value ($000) $810 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,372 Value ($000) $553 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,342 Value ($000) $597 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,450 Value ($000) $768 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,253 Value ($000) $672 Avg Close $186.69 Range $173.30 - $200.95