CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Focus Partners Wealth's Holding History (CIK: 0001542153)

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

Q4 2025
Shares 395,641 Value ($000) $226,632 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 317,899 Value ($000) $151,434 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 309,834 Value ($000) $120,281 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 291,012 Value ($000) $95,976 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 263,846 Value ($000) $98,040 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 240,827 Value ($000) $94,177 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 405,452 Value ($000) $138 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 19,276 Value ($000) $7 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 7,478 Value ($000) $2 Avg Close $251.22 Range $216.95 - $290.10