CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Private Wealth Partners, LLC's Holding History (CIK: 0001335851)

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

Q4 2025
Shares 1,027 Value ($000) $588 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,027 Value ($000) $490 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,027 Value ($000) $399 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,127 Value ($000) $372 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,100 Value ($000) $399 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,000 Value ($000) $391 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,000 Value ($000) $333 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,000 Value ($000) $366 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 900 Value ($000) $266 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 900 Value ($000) $246 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 900 Value ($000) $221 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 900 Value ($000) $206 Avg Close $230.59 Range $201.84 - $253.98
Q3 2015
Shares 16,976 Value ($000) $1,110 Avg Close $59.11 Range $48.76 - $65.71
Q2 2015
Shares 16,806 Value ($000) $1,425 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 16,806 Value ($000) $1,345 Avg Close $63.13 Range $59.48 - $69.69
Q4 2014
Shares 16,806 Value ($000) $1,538 Avg Close $73.34 Range $66.42 - $80.82
Q3 2014
Shares 16,540 Value ($000) $1,638 Avg Close $79.29 Range $73.57 - $83.32
Q2 2014
Shares 16,540 Value ($000) $1,797 Avg Close $78.02 Range $73.19 - $81.73
Q1 2014
Shares 20,050 Value ($000) $1,992 Avg Close $69.69 Range $63.53 - $74.44
Q4 2013
Shares 20,870 Value ($000) $1,895 Avg Close $62.67 Range $60.17 - $67.37
Q3 2013
Shares 20,875 Value ($000) $1,741 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 50,950 Value ($000) $4,203 Avg Close $61.55 Range $57.61 - $65.73