CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Legacy Capital Group California, Inc.'s Holding History (CIK: 0001977092)

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

Q4 2025
Shares 2,048 Value ($000) $1,173 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,512 Value ($000) $1,199 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,499 Value ($000) $970 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,568 Value ($000) $847 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,981 Value ($000) $1,444 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 5,293 Value ($000) $2,070 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 5,410 Value ($000) $1,802 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 5,478 Value ($000) $2,007 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,668 Value ($000) $1,085 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,678 Value ($000) $1,004 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,675 Value ($000) $904 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,573 Value ($000) $818 Avg Close $230.59 Range $201.84 - $253.98