CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Finivi Inc.'s Holding History (CIK: 0002101641)

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

Q4 2025
Shares 1,292 Value ($000) $740 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,321 Value ($000) $630 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,302 Value ($000) $505 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,283 Value ($000) $423 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,149 Value ($000) $417 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,115 Value ($000) $436 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,123 Value ($000) $374 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,106 Value ($000) $405 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,125 Value ($000) $333 Avg Close $251.22 Range $216.95 - $290.10