CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Evernest Financial Advisors, LLC's Holding History (CIK: 0002009530)

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

Q4 2025
Shares 3,632 Value ($000) $2,695 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,270 Value ($000) $2,037 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,221 Value ($000) $1,639 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,921 Value ($000) $1,293 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,034 Value ($000) $1,463 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,729 Value ($000) $1,459 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,835 Value ($000) $1,277 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,163 Value ($000) $1,476 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,837 Value ($000) $1,134 Avg Close $251.22 Range $216.95 - $290.10
Q4 2021
Shares 3,860 Value ($000) $1,224 Avg Close $186.69 Range $173.30 - $200.95