CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Fi3 FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001862427)

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

Q4 2025
Shares 1,415 Value ($000) $811 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,342 Value ($000) $640 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,341 Value ($000) $521 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,330 Value ($000) $439 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,327 Value ($000) $481 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,350 Value ($000) $528 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 906 Value ($000) $302 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 910 Value ($000) $306 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 864 Value ($000) $255 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,896 Value ($000) $791 Avg Close $261.47 Range $229.25 - $283.47