CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

United Advisor Group, LLC's Holding History (CIK: 0002004873)

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

Q4 2025
Shares 1,709 Value ($000) $979 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,596 Value ($000) $762 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 908 Value ($000) $352 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 837 Value ($000) $276 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,177 Value ($000) $427 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 949 Value ($000) $371 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 825 Value ($000) $275 Avg Close $338.69 Range $308.78 - $372.10