CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Founders Financial Alliance, LLC's Holding History (CIK: 0001832190)

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

Q4 2025
Shares 3,127 Value ($000) $1,792 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,177 Value ($000) $1,516 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,248 Value ($000) $1,261 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,265 Value ($000) $1,077 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,002 Value ($000) $1,089 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,036 Value ($000) $1,188 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,288 Value ($000) $1,095 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,399 Value ($000) $1,246 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,992 Value ($000) $589 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,373 Value ($000) $648 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,290 Value ($000) $810 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,437 Value ($000) $556 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,272 Value ($000) $784 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,184 Value ($000) $522 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 5,753 Value ($000) $1,028 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,131 Value ($000) $698 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,109 Value ($000) $643 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,132 Value ($000) $601 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,100 Value ($000) $676 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,280 Value ($000) $784 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,969 Value ($000) $539 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,995 Value ($000) $459 Avg Close $126.81 Range $112.24 - $141.22