CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BIP Wealth, LLC's Holding History (CIK: 0001590214)

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

Q4 2025
Shares 872 Value ($000) $500 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 875 Value ($000) $417 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 651 Value ($000) $253 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 688 Value ($000) $227 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 688 Value ($000) $249 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 732 Value ($000) $287 Avg Close $338.69 Range $301.40 - $389.91
Q1 2024
Shares 641 Value ($000) $235 Avg Close $311.07 Range $268.51 - $357.70