CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Empower Advisory Group, LLC's Holding History (CIK: 0001978885)

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

Q4 2025
Shares 252,716 Value ($000) $144,773 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 267,696 Value ($000) $127,731 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 265,734 Value ($000) $103,161 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 256,441 Value ($000) $84,574 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 255,388 Value ($000) $92,645 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 253,620 Value ($000) $99,196 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 250,740 Value ($000) $83,522 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 253,845 Value ($000) $93,016 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 252,653 Value ($000) $74,702 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 246,581 Value ($000) $67,317 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 241,212 Value ($000) $59,350 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 6,462 Value ($000) $1,485 Avg Close $230.59 Range $201.84 - $253.98