CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

AA Financial Advisors, LLC's Holding History (CIK: 0002016899)

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

Q4 2025
Shares 3,324 Value ($000) $1,904 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,278 Value ($000) $1,564 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,023 Value ($000) $1,174 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,462 Value ($000) $1,142 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,740 Value ($000) $1,357 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,596 Value ($000) $1,406 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,445 Value ($000) $1,148 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,333 Value ($000) $1,221 Avg Close $311.07 Range $268.51 - $357.70