CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Rise Advisors, LLC's Holding History (CIK: 0001831316)

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

Q4 2025
Shares 1,271 Value ($000) $728 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,288 Value ($000) $614 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,281 Value ($000) $497 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,334 Value ($000) $440 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,435 Value ($000) $521 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,488 Value ($000) $582 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,445 Value ($000) $481 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,428 Value ($000) $523 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,074 Value ($000) $318 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 996 Value ($000) $272 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 832 Value ($000) $205 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 789 Value ($000) $180 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 636 Value ($000) $152 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 565 Value ($000) $93 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 501 Value ($000) $89 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 322 Value ($000) $72 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 297 Value ($000) $61,502 Avg Close $186.69 Range $173.30 - $200.95