CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CSM Advisors, LLC's Holding History (CIK: 0001863523)

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

Q4 2025
Shares 72,852 Value ($000) $42 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 72,313 Value ($000) $35 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 89,328 Value ($000) $35 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 25,665 Value ($000) $8 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 33,840 Value ($000) $12 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 34,387 Value ($000) $13 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 36,122 Value ($000) $12 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 35,489 Value ($000) $13 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 34,699 Value ($000) $10 Avg Close $251.22 Range $216.95 - $290.10