CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Bell Investment Advisors, Inc's Holding History (CIK: 0001890149)

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

Q4 2025
Shares 410 Value ($000) $235 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 366 Value ($000) $175 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 368 Value ($000) $143 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 379 Value ($000) $125 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 372 Value ($000) $135 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 368 Value ($000) $144 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 368 Value ($000) $123 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 374 Value ($000) $137 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 350 Value ($000) $103 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 357 Value ($000) $97 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 358 Value ($000) $88 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 350 Value ($000) $80 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 357 Value ($000) $86 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 254 Value ($000) $42 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 277 Value ($000) $50 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 264 Value ($000) $55 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 206 Value ($000) $40 Avg Close $192.08 Range $172.62 - $206.58