CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

ARS Wealth Advisors Group, LLC's Holding History (CIK: 0001886707)

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

Q4 2025
Shares 5,041 Value ($000) $2,888 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,242 Value ($000) $2,501 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,214 Value ($000) $2,024 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 5,574 Value ($000) $1,838 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 5,740 Value ($000) $2,082 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 5,732 Value ($000) $2,242 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 5,280 Value ($000) $1,759 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 5,279 Value ($000) $1,934 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 5,290 Value ($000) $1,564 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,881 Value ($000) $1,878 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 8,031 Value ($000) $1,976 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 11,115 Value ($000) $2,544 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 25,151 Value ($000) $6,025 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 27,076 Value ($000) $4,443 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 25,929 Value ($000) $4,635 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,100 Value ($000) $245 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,105 Value ($000) $228 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,045 Value ($000) $201 Avg Close $192.08 Range $172.62 - $206.58