CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MB, LEVIS & ASSOCIATES, LLC's Holding History (CIK: 0002065807)

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

Q4 2025
Shares 6,594 Value ($000) $3,778 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 6,840 Value ($000) $3,264 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 7,721 Value ($000) $2,997 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 7,724 Value ($000) $2,547 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 7,714 Value ($000) $2,798 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 8,030 Value ($000) $3,141 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 8,050 Value ($000) $2,681 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 8,087 Value ($000) $2,963 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 8,100 Value ($000) $2,395 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 8,079 Value ($000) $2,206 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 8,081 Value ($000) $1,988 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 8,116 Value ($000) $1,857 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 8,099 Value ($000) $1,940 Avg Close $206.59 Range $156.72 - $232.83