CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Callan Family Office, LLC's Holding History (CIK: 0001938970)

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

Q4 2025
Shares 19,591 Value ($000) $11,223 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 15,220 Value ($000) $7,262 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 17,335 Value ($000) $6,730 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,570 Value ($000) $1,507 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 12,757 Value ($000) $4,628 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,144 Value ($000) $839 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,061 Value ($000) $687 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 870 Value ($000) $319 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,672 Value ($000) $494 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,550 Value ($000) $423 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,695 Value ($000) $417 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,725 Value ($000) $395 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 15,752 Value ($000) $3,783 Avg Close $206.59 Range $156.72 - $232.83