CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

1620 INVESTMENT ADVISORS, INC.'s Holding History (CIK: 0001907281)

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

Q4 2025
Shares 71 Value ($000) $41 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 90 Value ($000) $43 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 92 Value ($000) $36 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 942 Value ($000) $311 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 958 Value ($000) $347 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 939 Value ($000) $367 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 927 Value ($000) $309 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 927 Value ($000) $340 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 840 Value ($000) $248 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,874 Value ($000) $512 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,886 Value ($000) $464 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,927 Value ($000) $441 Avg Close $230.59 Range $201.84 - $253.98