CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors's Holding History (CIK: 0001965756)

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

Q4 2025
Shares 4,240 Value ($000) $2,429 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,123 Value ($000) $1,967 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,114 Value ($000) $1,597 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,751 Value ($000) $1,240 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,836 Value ($000) $1,392 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,718 Value ($000) $1,454 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,904 Value ($000) $1,300 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,941 Value ($000) $1,444 Avg Close $311.07 Range $268.51 - $357.70