CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 37,741 Value ($000) $21,620 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 23,305 Value ($000) $11,120 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 23,037 Value ($000) $8,943 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 21,799 Value ($000) $7,189 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 25,747 Value ($000) $9,340 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 21,826 Value ($000) $8,537 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 19,582 Value ($000) $6,523 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 15,485 Value ($000) $5,674 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 16,489 Value ($000) $4,875 Avg Close $251.22 Range $216.95 - $290.10