CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

TFO Wealth Partners, LLC's Holding History (CIK: 0001698750)

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

Q1 2024
Shares 5 Value ($000) $2 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 5 Value ($000) $1 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 5 Value ($000) $1 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5 Value ($000) $1 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 5 Value ($000) $1 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2 Value ($000) $0 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 79 Value ($000) $13 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 9 Value ($000) $2 Avg Close $197.29 Range $164.98 - $221.91