CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Meridian Wealth Management, LLC's Holding History (CIK: 0001697300)

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

Q4 2025
Shares 36,278 Value ($000) $20,783 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 37,963 Value ($000) $18,114 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 41,388 Value ($000) $16,067 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 38,972 Value ($000) $12,853 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 37,398 Value ($000) $13,567 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 37,697 Value ($000) $14,744 Avg Close $338.69 Range $301.40 - $389.91
Q1 2024
Shares 37,201 Value ($000) $13,632 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 34,680 Value ($000) $10,254 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 45,752 Value ($000) $12,490 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 23,276 Value ($000) $5,727 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 21,911 Value ($000) $5,014 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 22,160 Value ($000) $5,309 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 23,278 Value ($000) $3,819 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 23,396 Value ($000) $4,182 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 22,249 Value ($000) $4,958 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 21,614 Value ($000) $4,468 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 20,870 Value ($000) $4,006 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 19,261 Value ($000) $4,192 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 16,722 Value ($000) $3,877 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 17,121 Value ($000) $3,116 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 15,992 Value ($000) $2,385 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 15,084 Value ($000) $1,908 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 11,789 Value ($000) $1,367 Avg Close $113.38 Range $77.78 - $132.89
Q3 2019
Shares 2,503 Value ($000) $316 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 1,252 Value ($000) $1,706 Avg Close $114.70 Range $103.20 - $125.83
Q3 2018
Shares 3,785 Value ($000) $577 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 3,927 Value ($000) $533 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 24,486 Value ($000) $3,609 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 6,823 Value ($000) $873 Avg Close $116.31 Range $103.45 - $133.20
Q3 2017
Shares 6,804 Value ($000) $848 Avg Close $96.02 Range $87.71 - $104.79
Q2 2017
Shares 6,927 Value ($000) $744 Avg Close $84.05 Range $74.79 - $89.64
Q1 2017
Shares 6,986 Value ($000) $648 Avg Close $77.69 Range $74.24 - $81.74