CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 2,413 Value ($000) $1,382 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,500 Value ($000) $1,193 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,414 Value ($000) $937 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,425 Value ($000) $800 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,842 Value ($000) $1,031 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,029 Value ($000) $793 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,724 Value ($000) $574 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,610 Value ($000) $590 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,149 Value ($000) $340 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,206 Value ($000) $329 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,238 Value ($000) $304 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,235 Value ($000) $283 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,275 Value ($000) $0 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,239 Value ($000) $203 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,287 Value ($000) $230 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,087 Value ($000) $242 Avg Close $195.46 Range $167.60 - $214.37
Q1 2021
Shares 1,292 Value ($000) $300 Avg Close $189.09 Range $163.90 - $217.37