CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wealthcare Advisory Partners LLC's Holding History (CIK: 0001683059)

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

Q4 2025

Shares 16,007 Value ($000) $9,170 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 15,273 Value ($000) $7,288 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 15,298 Value ($000) $5,939 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 14,585 Value ($000) $4,810 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 14,830 Value ($000) $5,380 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 14,616 Value ($000) $5,717 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 13,931 Value ($000) $4,640 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 12,856 Value ($000) $4,711 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 10,416 Value ($000) $3,080 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 8,901 Value ($000) $2,430 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 8,686 Value ($000) $2,137 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 9,183 Value ($000) $2,101 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 9,043 Value ($000) $2,166 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 8,889 Value ($000) $1,459 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 8,593 Value ($000) $1,536 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 8,483 Value ($000) $1,890 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 7,830 Value ($000) $1,619 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 7,661 Value ($000) $1,471 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 7,177 Value ($000) $1,562 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 7,138 Value ($000) $1,655 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 6,733 Value ($000) $1,226 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 6,306 Value ($000) $941 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 6,465 Value ($000) $818 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 6,737 Value ($000) $782 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 6,822 Value ($000) $1,007 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 6,813 Value ($000) $861 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 6,689 Value ($000) $912 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 6,695 Value ($000) $907 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 6,452 Value ($000) $820 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 6,310 Value ($000) $962 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 6,333 Value ($000) $859 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 5,608 Value ($000) $827 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 5,117 Value ($000) $806 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 4,905 Value ($000) $612 Avg Close $96.02 Range $87.71 - $104.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	16,007	$9,170	$555.50	$469.79 - $627.50
Q3 2025	15,273	$7,288	$425.39	$381.75 - $483.95
Q2 2025	15,298	$5,939	$330.84	$264.29 - $386.62
Q1 2025	14,585	$4,810	$351.95	$315.09 - $404.98
Q4 2024	14,830	$5,380	$381.74	$351.93 - $412.27
Q3 2024	14,616	$5,717	$338.69	$301.40 - $389.91
Q2 2024	13,931	$4,640	$338.69	$308.78 - $372.10
Q1 2024	12,856	$4,711	$311.07	$268.51 - $357.70
Q4 2023	10,416	$3,080	$251.22	$216.95 - $290.10
Q3 2023	8,901	$2,430	$261.47	$229.25 - $283.47
Q2 2023	8,686	$2,137	$213.76	$195.84 - $240.81
Q1 2023	9,183	$2,101	$230.59	$201.84 - $253.98
Q4 2022	9,043	$2,166	$206.59	$156.72 - $232.83
Q3 2022	8,889	$1,459	$172.21	$151.58 - $189.11
Q2 2022	8,593	$1,536	$197.29	$164.98 - $221.91
Q1 2022	8,483	$1,890	$195.46	$167.60 - $214.37
Q4 2021	7,830	$1,619	$186.69	$173.30 - $200.95
Q3 2021	7,661	$1,471	$192.08	$172.62 - $206.58
Q2 2021	7,177	$1,562	$211.85	$188.71 - $226.53
Q1 2021	7,138	$1,655	$189.09	$163.90 - $217.37
Q4 2020	6,733	$1,226	$153.98	$129.92 - $167.14
Q3 2020	6,306	$941	$126.81	$112.24 - $141.22
Q2 2020	6,465	$818	$106.19	$89.90 - $125.54
Q1 2020	6,737	$782	$113.38	$77.78 - $132.89
Q4 2019	6,822	$1,007	$123.01	$102.69 - $131.46
Q3 2019	6,813	$861	$111.09	$97.87 - $122.22
Q2 2019	6,689	$912	$114.70	$103.20 - $125.83
Q1 2019	6,695	$907	$114.61	$103.38 - $123.15
Q4 2018	6,452	$820	$111.50	$96.19 - $135.93
Q3 2018	6,310	$962	$120.51	$110.40 - $134.53
Q2 2018	6,333	$859	$126.53	$112.48 - $137.00
Q1 2018	5,608	$827	$133.07	$120.49 - $146.01
Q4 2017	5,117	$806	$116.31	$103.45 - $133.20
Q3 2017	4,905	$612	$96.02	$87.71 - $104.79