CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Destination Wealth Management's Holding History (CIK: 0001278573)

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

Q4 2025
Shares 1,177 Value ($000) $675 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,254 Value ($000) $598 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,267 Value ($000) $492 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,194 Value ($000) $394 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 741 Value ($000) $269 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 854 Value ($000) $334 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 622 Value ($000) $207 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 663 Value ($000) $243 Avg Close $311.07 Range $268.51 - $357.70
Q3 2023
Shares 1,150 Value ($000) $314 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,043 Value ($000) $257 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,367 Value ($000) $313 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 919 Value ($000) $220 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 1,542 Value ($000) $276 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,267 Value ($000) $282 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,267 Value ($000) $262 Avg Close $186.69 Range $173.30 - $200.95
Q2 2021
Shares 975 Value ($000) $212 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,288 Value ($000) $299 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,852 Value ($000) $337 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,564 Value ($000) $233 Avg Close $126.81 Range $112.24 - $141.22
Q4 2019
Shares 1,585 Value ($000) $234 Avg Close $123.01 Range $102.69 - $131.46
Q2 2019
Shares 766 Value ($000) $104 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 117 Value ($000) $16 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 806 Value ($000) $102 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 165 Value ($000) $25 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 106 Value ($000) $14 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 156 Value ($000) $23 Avg Close $133.07 Range $120.49 - $146.01
Q2 2016
Shares 2,909 Value ($000) $221 Avg Close $59.82 Range $55.25 - $64.10
Q2 2015
Shares 3,788 Value ($000) $321 Avg Close $65.86 Range $60.39 - $68.73
Q1 2013
Shares 5,878 Value ($000) $510 Avg Close $67.15 Range $61.79 - $71.80