CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 648 Value ($000) $371 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,148 Value ($000) $548 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,048 Value ($000) $407 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,048 Value ($000) $346 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,048 Value ($000) $380 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,048 Value ($000) $410 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,048 Value ($000) $349 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,048 Value ($000) $384 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,048 Value ($000) $310 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,005 Value ($000) $274 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 980 Value ($000) $241 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 980 Value ($000) $224 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 980 Value ($000) $235 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 980 Value ($000) $161 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 980 Value ($000) $175 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 980 Value ($000) $218 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 980 Value ($000) $203 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 980 Value ($000) $188 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 980 Value ($000) $213 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 227,233 Value ($000) $1 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 980 Value ($000) $178 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 903 Value ($000) $135 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 903 Value ($000) $114 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 977 Value ($000) $113 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 800 Value ($000) $118 Avg Close $123.01 Range $102.69 - $131.46