CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Fiduciary Alliance LLC's Holding History (CIK: 0001954805)

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

Q4 2025
Shares 2,161 Value ($000) $1,238 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,095 Value ($000) $1,000 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,144 Value ($000) $832 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,632 Value ($000) $538 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,745 Value ($000) $633 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,187 Value ($000) $464 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 939 Value ($000) $308 Avg Close $338.69 Range $308.78 - $372.10
Q2 2023
Shares 272 Value ($000) $67 Avg Close $213.76 Range $195.84 - $240.81
Q4 2022
Shares 551 Value ($000) $132 Avg Close $206.59 Range $156.72 - $232.83