CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025

Shares 8,057 Value ($000) $4,615 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 6,019 Value ($000) $2,872 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 11,246 Value ($000) $4,366 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 5,200 Value ($000) $1,715 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,442 Value ($000) $1,974 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,451 Value ($000) $2,132 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 4,812 Value ($000) $1,603 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,884 Value ($000) $1,790 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,336 Value ($000) $1,578 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 4,898 Value ($000) $1,337 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 2,541 Value ($000) $625 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 2,589 Value ($000) $592 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 4,391 Value ($000) $1,052 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 2,467 Value ($000) $405 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,012 Value ($000) $360 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 1,885 Value ($000) $420 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,849 Value ($000) $1,003 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,579 Value ($000) $879 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 1,925 Value ($000) $419 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 7,803 Value ($000) $1,809 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 6,787 Value ($000) $1,235 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 3,823 Value ($000) $570 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,794 Value ($000) $480 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 8,967 Value ($000) $1,041 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 2,202 Value ($000) $325 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 1,759 Value ($000) $222 Avg Close $111.09 Range $97.87 - $122.22

Q4 2018

Shares 521 Value ($000) $66 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,057	$4,615	$555.50	$469.79 - $627.50
Q3 2025	6,019	$2,872	$425.39	$381.75 - $483.95
Q2 2025	11,246	$4,366	$330.84	$264.29 - $386.62
Q1 2025	5,200	$1,715	$351.95	$315.09 - $404.98
Q4 2024	5,442	$1,974	$381.74	$351.93 - $412.27
Q3 2024	5,451	$2,132	$338.69	$301.40 - $389.91
Q2 2024	4,812	$1,603	$338.69	$308.78 - $372.10
Q1 2024	4,884	$1,790	$311.07	$268.51 - $357.70
Q4 2023	5,336	$1,578	$251.22	$216.95 - $290.10
Q3 2023	4,898	$1,337	$261.47	$229.25 - $283.47
Q2 2023	2,541	$625	$213.76	$195.84 - $240.81
Q1 2023	2,589	$592	$230.59	$201.84 - $253.98
Q4 2022	4,391	$1,052	$206.59	$156.72 - $232.83
Q3 2022	2,467	$405	$172.21	$151.58 - $189.11
Q2 2022	2,012	$360	$197.29	$164.98 - $221.91
Q1 2022	1,885	$420	$195.46	$167.60 - $214.37
Q4 2021	4,849	$1,003	$186.69	$173.30 - $200.95
Q3 2021	4,579	$879	$192.08	$172.62 - $206.58
Q2 2021	1,925	$419	$211.85	$188.71 - $226.53
Q1 2021	7,803	$1,809	$189.09	$163.90 - $217.37
Q4 2020	6,787	$1,235	$153.98	$129.92 - $167.14
Q3 2020	3,823	$570	$126.81	$112.24 - $141.22
Q2 2020	3,794	$480	$106.19	$89.90 - $125.54
Q1 2020	8,967	$1,041	$113.38	$77.78 - $132.89
Q4 2019	2,202	$325	$123.01	$102.69 - $131.46
Q3 2019	1,759	$222	$111.09	$97.87 - $122.22
Q4 2018	521	$66	$111.50	$96.19 - $135.93