CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

IMA Wealth, Inc.'s Holding History (CIK: 0001455495)

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

Q4 2025
Shares 172 Value ($000) $99 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 148 Value ($000) $71 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 147 Value ($000) $57 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 145 Value ($000) $48 Avg Close $351.95 Range $315.09 - $404.98
Q3 2024
Shares 145 Value ($000) $57 Avg Close $338.69 Range $301.40 - $389.91
Q3 2023
Shares 145 Value ($000) $40 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 145 Value ($000) $36 Avg Close $213.76 Range $195.84 - $240.81
Q1 2022
Shares 200 Value ($000) $45 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 200 Value ($000) $41 Avg Close $186.69 Range $173.30 - $200.95
Q4 2019
Shares 58 Value ($000) $9 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 58 Value ($000) $7 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 57 Value ($000) $8 Avg Close $114.70 Range $103.20 - $125.83
Q4 2018
Shares 225 Value ($000) $29 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 225 Value ($000) $34 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 233 Value ($000) $32 Avg Close $126.53 Range $112.48 - $137.00