CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 601 Value ($000) $344 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 506 Value ($000) $241 Avg Close $425.39 Range $381.75 - $483.95
Q4 2024
Shares 706 Value ($000) $256 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 706 Value ($000) $276 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 706 Value ($000) $235 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 706 Value ($000) $259 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 785 Value ($000) $232 Avg Close $251.22 Range $216.95 - $290.10
Q4 2017
Shares 1,343 Value ($000) $212 Avg Close $116.31 Range $103.45 - $133.20