CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

VALLEY WEALTH MANAGERS, INC.'s Holding History (CIK: 0000924166)

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

Q4 2025
Shares 290 Value ($000) $166 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 12,382 Value ($000) $5,908 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 12,509 Value ($000) $4,856 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 12,271 Value ($000) $4,047 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 12,320 Value ($000) $4,469 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 13,950 Value ($000) $5,456 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 14,095 Value ($000) $4,695 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 15,746 Value ($000) $5,770 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 18,011 Value ($000) $5,325 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 18,970 Value ($000) $5,179 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 21,245 Value ($000) $5,227 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 22,071 Value ($000) $5,051 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 22,755 Value ($000) $5,451 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 24,900 Value ($000) $4,085 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 22,925 Value ($000) $4,099 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 21,820 Value ($000) $4,862 Avg Close $195.46 Range $167.60 - $214.37
Q3 2015
Shares 14,700 Value ($000) $961 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 15,670 Value ($000) $1,329 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 17,285 Value ($000) $1,383 Avg Close $63.13 Range $59.48 - $69.69