CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

IBEX WEALTH ADVISORS's Holding History (CIK: 0001686242)

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

Q4 2024
Shares 9,961 Value ($000) $3,613 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,002 Value ($000) $4,220 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 9,495 Value ($000) $3,163 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 7,960 Value ($000) $2 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2 Value ($000) $1 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,591 Value ($000) $2 Avg Close $261.47 Range $229.25 - $283.47
Q1 2023
Shares 7,749 Value ($000) $2 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 7,960 Value ($000) $2 Avg Close $206.59 Range $156.72 - $232.83
Q3 2021
Shares 145 Value ($000) $28 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 5,550 Value ($000) $1,208 Avg Close $211.85 Range $188.71 - $226.53
Q2 2019
Shares 41 Value ($000) $5 Avg Close $114.70 Range $103.20 - $125.83
Q4 2017
Shares 1,967 Value ($000) $326 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 2,300 Value ($000) $292 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 2,118 Value ($000) $228 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 2,242 Value ($000) $211 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 2,055 Value ($000) $194 Avg Close $73.74 Range $65.47 - $79.39
Q3 2016
Shares 4,100 Value ($000) $364,000 Avg Close $66.01 Range $58.78 - $71.89