CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Rollins Financial Advisors, LLC's Holding History (CIK: 0001884018)

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

Q4 2025
Shares 5,345 Value ($000) $3,062 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,326 Value ($000) $2,541 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,219 Value ($000) $2,026 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 7,440 Value ($000) $2,454 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 7,198 Value ($000) $2,611 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 6,897 Value ($000) $2,697 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 7,035 Value ($000) $2,343 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 6,951 Value ($000) $2,547 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,395 Value ($000) $1,891 Avg Close $251.22 Range $216.95 - $290.10