CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Savvy Advisors, Inc.'s Holding History (CIK: 0002003633)

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

Q4 2025
Shares 8,975 Value ($000) $5,142 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 6,014 Value ($000) $2,870 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,105 Value ($000) $1,982 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,267 Value ($000) $1,407 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,040 Value ($000) $1,466 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 4,104 Value ($000) $1,605 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,003 Value ($000) $667 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,775 Value ($000) $650 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,621 Value ($000) $479 Avg Close $251.22 Range $216.95 - $290.10