CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Badgley Phelps Wealth Managers, LLC's Holding History (CIK: 0001895362)

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

Q4 2025
Shares 71,597 Value ($000) $41,016 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 68,917 Value ($000) $32,884 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 68,154 Value ($000) $26,458 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 67,532 Value ($000) $22,272 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 67,167 Value ($000) $24,365 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 66,667 Value ($000) $26,075 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 65,612 Value ($000) $21,855 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 80,144 Value ($000) $29,367 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 78,751 Value ($000) $23,284 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 72,117 Value ($000) $19,688 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 70,319 Value ($000) $17,302 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 69,096 Value ($000) $15,812 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 67,030 Value ($000) $16,058 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 65,459 Value ($000) $10,741 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 63,782 Value ($000) $11,402 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 61,649 Value ($000) $13,737 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 50,487 Value ($000) $10,438 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 65,090 Value ($000) $12,495 Avg Close $192.08 Range $172.62 - $206.58