CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Herold Advisors, Inc.'s Holding History (CIK: 0001891713)

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

Q4 2025
Shares 2,815 Value ($000) $1,613 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,876 Value ($000) $1,372 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,182 Value ($000) $1,235 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,730 Value ($000) $900 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,081 Value ($000) $755 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,591 Value ($000) $1,013 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,659 Value ($000) $886 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,350 Value ($000) $495 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,350 Value ($000) $399 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,150 Value ($000) $314 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,250 Value ($000) $308 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,304 Value ($000) $298 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,253 Value ($000) $300 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,288 Value ($000) $211 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,287 Value ($000) $230 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,236 Value ($000) $275,405 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,100 Value ($000) $227 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 900 Value ($000) $172 Avg Close $192.08 Range $172.62 - $206.58