CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

WealthPLAN Partners, LLC's Holding History (CIK: 0001639943)

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

Q4 2025
Shares 1,624 Value ($000) $930 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,651 Value ($000) $788 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,102 Value ($000) $428 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,104 Value ($000) $364 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,274 Value ($000) $462 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,159 Value ($000) $453 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 6,403 Value ($000) $2,133 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 6,403 Value ($000) $2,346 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,404 Value ($000) $1,893 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,377 Value ($000) $1,741 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 6,193 Value ($000) $1,524 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 6,619 Value ($000) $1,515 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 7,830 Value ($000) $1,913 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 7,665 Value ($000) $1,614 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 7,597 Value ($000) $1,531 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 7,991 Value ($000) $1,634 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 7,600 Value ($000) $1,685 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 7,616 Value ($000) $1,778 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 9,282 Value ($000) $1,779 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 9,016 Value ($000) $1,524 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 9,012 Value ($000) $1,267 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 6,670 Value ($000) $708 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 1,690 Value ($000) $236 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,558 Value ($000) $225 Avg Close $111.09 Range $97.87 - $122.22
Q3 2018
Shares 1,640 Value ($000) $200 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 2,231 Value ($000) $303 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 1,993 Value ($000) $293 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 2,028 Value ($000) $320 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 1,865 Value ($000) $233 Avg Close $96.02 Range $87.71 - $104.79
Q1 2017
Shares 144 Value ($000) $13,612 Avg Close $77.69 Range $74.24 - $81.74
Q3 2016
Shares 1,791 Value ($000) $156,688 Avg Close $66.01 Range $58.78 - $71.89
Q2 2016
Shares 3,661 Value ($000) $182,498 Avg Close $59.82 Range $55.25 - $64.10
Q4 2015
Shares 3,656 Value ($000) $119,842 Avg Close $54.58 Range $48.84 - $59.43
Q2 2015
Shares 1,136 Value ($000) $96 Avg Close $65.86 Range $60.39 - $68.73
Q1 2015
Shares 917 Value ($000) $73 Avg Close $63.13 Range $59.48 - $69.69