CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Carson Advisory Inc.'s Holding History (CIK: 0001909304)

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

Q4 2025
Shares 563 Value ($000) $323 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 538 Value ($000) $257 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 533 Value ($000) $207 Avg Close $330.84 Range $264.29 - $386.62
Q3 2024
Shares 2,535 Value ($000) $991 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,461 Value ($000) $820 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,853 Value ($000) $1,046 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,850 Value ($000) $843 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,850 Value ($000) $778 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 4,251 Value ($000) $1,046 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,261 Value ($000) $975 Avg Close $230.59 Range $201.84 - $253.98