CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025

Shares 18,711 Value ($000) $10,719 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 18,821 Value ($000) $8,980 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 18,930 Value ($000) $7,349 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 18,399 Value ($000) $6,068 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 18,605 Value ($000) $6,749 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 18,778 Value ($000) $7,344 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 18,815 Value ($000) $6,267 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 19,386 Value ($000) $7,104 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 19,790 Value ($000) $5,851 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 20,007 Value ($000) $5,462 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 20,005 Value ($000) $4,922 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 20,131 Value ($000) $4,607 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 20,287 Value ($000) $4,860 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 20,108 Value ($000) $3,299 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 20,206 Value ($000) $3,612 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 20,464 Value ($000) $4,560 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 20,423 Value ($000) $4,222 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 20,163 Value ($000) $3,871 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 19,975 Value ($000) $4,347 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 19,913 Value ($000) $4,617 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 18,989 Value ($000) $3,456 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 19,089 Value ($000) $2,847 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 20,505 Value ($000) $2,594 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 21,030 Value ($000) $2,440 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 21,416 Value ($000) $3,163 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	18,711	$10,719	$555.50	$469.79 - $627.50
Q3 2025	18,821	$8,980	$425.39	$381.75 - $483.95
Q2 2025	18,930	$7,349	$330.84	$264.29 - $386.62
Q1 2025	18,399	$6,068	$351.95	$315.09 - $404.98
Q4 2024	18,605	$6,749	$381.74	$351.93 - $412.27
Q3 2024	18,778	$7,344	$338.69	$301.40 - $389.91
Q2 2024	18,815	$6,267	$338.69	$308.78 - $372.10
Q1 2024	19,386	$7,104	$311.07	$268.51 - $357.70
Q4 2023	19,790	$5,851	$251.22	$216.95 - $290.10
Q3 2023	20,007	$5,462	$261.47	$229.25 - $283.47
Q2 2023	20,005	$4,922	$213.76	$195.84 - $240.81
Q1 2023	20,131	$4,607	$230.59	$201.84 - $253.98
Q4 2022	20,287	$4,860	$206.59	$156.72 - $232.83
Q3 2022	20,108	$3,299	$172.21	$151.58 - $189.11
Q2 2022	20,206	$3,612	$197.29	$164.98 - $221.91
Q1 2022	20,464	$4,560	$195.46	$167.60 - $214.37
Q4 2021	20,423	$4,222	$186.69	$173.30 - $200.95
Q3 2021	20,163	$3,871	$192.08	$172.62 - $206.58
Q2 2021	19,975	$4,347	$211.85	$188.71 - $226.53
Q1 2021	19,913	$4,617	$189.09	$163.90 - $217.37
Q4 2020	18,989	$3,456	$153.98	$129.92 - $167.14
Q3 2020	19,089	$2,847	$126.81	$112.24 - $141.22
Q2 2020	20,505	$2,594	$106.19	$89.90 - $125.54
Q1 2020	21,030	$2,440	$113.38	$77.78 - $132.89
Q4 2019	21,416	$3,163	$123.01	$102.69 - $131.46