CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Journey Advisory Group, LLC's Holding History (CIK: 0001840085)

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

Q4 2025
Shares 5,123 Value ($000) $2,935 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,701 Value ($000) $2,243 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,749 Value ($000) $1,844 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,788 Value ($000) $1,579 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,806 Value ($000) $1,601 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 4,806 Value ($000) $1,601 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,706 Value ($000) $1,568 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,806 Value ($000) $1,761 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,983 Value ($000) $1,178 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 4,012 Value ($000) $1,095 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 4,062 Value ($000) $1,000 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,287 Value ($000) $981 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,966 Value ($000) $950 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 4,166 Value ($000) $684 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 4,206 Value ($000) $820 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,305 Value ($000) $736 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,121 Value ($000) $645 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,341 Value ($000) $641 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,901 Value ($000) $849 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 4,082 Value ($000) $947 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 4,112 Value ($000) $748 Avg Close $153.98 Range $129.92 - $167.14