CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Strategic Financial Concepts, LLC's Holding History (CIK: 0001870686)

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

Q3 2025
Shares 926 Value ($000) $442 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 909 Value ($000) $359 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 709 Value ($000) $234 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 702 Value ($000) $255 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 626 Value ($000) $245 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 200,654 Value ($000) $26 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 706 Value ($000) $259 Avg Close $311.07 Range $268.51 - $357.70