CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 371 Value ($000) $213 Avg Close $555.50 Range $469.79 - $627.50
Q3 2024
Shares 841 Value ($000) $329 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 841 Value ($000) $280 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 841 Value ($000) $308 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 841 Value ($000) $249 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 950 Value ($000) $259 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 950 Value ($000) $234 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 950 Value ($000) $217 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 950 Value ($000) $228 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 950 Value ($000) $212 Avg Close $195.46 Range $167.60 - $214.37
Q3 2021
Shares 950 Value ($000) $182 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,022 Value ($000) $222 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,022 Value ($000) $237 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,227 Value ($000) $223 Avg Close $153.98 Range $129.92 - $167.14