CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Omnia Family Wealth, LLC's Holding History (CIK: 0001696136)

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

Q4 2025
Shares 866 Value ($000) $496 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 858 Value ($000) $409 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 850 Value ($000) $330 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 766 Value ($000) $253 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 682 Value ($000) $247 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 662 Value ($000) $259 Avg Close $338.69 Range $301.40 - $389.91
Q1 2024
Shares 572 Value ($000) $210 Avg Close $311.07 Range $268.51 - $357.70
Q1 2019
Shares 924 Value ($000) $125 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 924 Value ($000) $117 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 524 Value ($000) $80 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 524 Value ($000) $71 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 524 Value ($000) $77 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 524 Value ($000) $83 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 605 Value ($000) $75 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 605 Value ($000) $65 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 681 Value ($000) $63 Avg Close $77.69 Range $74.24 - $81.74
Q4 2016
Shares 931 Value ($000) $86 Avg Close $73.74 Range $65.47 - $79.39