CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Jackson Wealth Management, LLC's Holding History (CIK: 0001536799)

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

Q4 2023
Shares 721 Value ($000) $213 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,068 Value ($000) $292 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,349 Value ($000) $578 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,424 Value ($000) $555 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,967 Value ($000) $471 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,853 Value ($000) $468 Avg Close $172.21 Range $151.58 - $189.11
Q1 2022
Shares 3,374 Value ($000) $752 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 10,473 Value ($000) $2,165 Avg Close $186.69 Range $173.30 - $200.95
Q2 2021
Shares 1,764 Value ($000) $384 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 899 Value ($000) $208 Avg Close $189.09 Range $163.90 - $217.37