CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 4,509 Value ($000) $2,583 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,563 Value ($000) $2,177 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,465 Value ($000) $1,733 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,715 Value ($000) $1,555 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 5,028 Value ($000) $1,824 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 4,950 Value ($000) $1,936 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,891 Value ($000) $1,629 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,754 Value ($000) $1,742 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 5,082 Value ($000) $1,502 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 5,137 Value ($000) $1,403 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,150 Value ($000) $1,267 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 5,148 Value ($000) $1,178 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 5,172 Value ($000) $1,239 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 5,276 Value ($000) $866 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 5,283 Value ($000) $944 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 5,283 Value ($000) $1,177 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 5,187 Value ($000) $1,072 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 5,224 Value ($000) $1,003 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 5,351 Value ($000) $1,165 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 5,214 Value ($000) $1,209 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 5,164 Value ($000) $940 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 5,237 Value ($000) $781 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 6,453 Value ($000) $816 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 6,419 Value ($000) $745 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 6,588 Value ($000) $973 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 6,704 Value ($000) $847 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 7,452 Value ($000) $1,016 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 6,490 Value ($000) $881 Avg Close $114.61 Range $103.38 - $123.15
Q4 2017
Shares 6,301 Value ($000) $993 Avg Close $116.31 Range $103.45 - $133.20
Q2 2017
Shares 6,126 Value ($000) $661 Avg Close $84.05 Range $74.79 - $89.64