CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Cape Investment Advisory, Inc.'s Holding History (CIK: 0001944437)

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

Q4 2025
Shares 505 Value ($000) $289 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 137 Value ($000) $65 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 452 Value ($000) $175 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 448 Value ($000) $148 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 471 Value ($000) $171 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 443 Value ($000) $173 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 443 Value ($000) $148 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 443 Value ($000) $162 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 443 Value ($000) $131 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 546 Value ($000) $149 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 545 Value ($000) $134 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 542 Value ($000) $124 Avg Close $230.59 Range $201.84 - $253.98