CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CFS Investment Advisory Services, LLC's Holding History (CIK: 0001845688)

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

Q4 2025
Shares 2,700 Value ($000) $1,546 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,184 Value ($000) $1,141 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,110 Value ($000) $1 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,056 Value ($000) $1 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,020 Value ($000) $1 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,026 Value ($000) $1 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,629 Value ($000) $1 Avg Close $338.69 Range $308.78 - $372.10
Q1 2022
Shares 227,945 Value ($000) $1 Avg Close $195.46 Range $167.60 - $214.37