CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

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

Q4 2025
Shares 5,161 Value ($000) $2,957 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,088 Value ($000) $2,428 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,253 Value ($000) $2,039 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 5,301 Value ($000) $1,748 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 5,455 Value ($000) $1,979 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 5,500 Value ($000) $2,151 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 5,500 Value ($000) $1,832 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 5,501 Value ($000) $2,016 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 5,502 Value ($000) $1,627 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,440 Value ($000) $393 Avg Close $261.47 Range $229.25 - $283.47