CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Warren Street Wealth Advisors, LLC's Holding History (CIK: 0001703496)

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

Q4 2025
Shares 503 Value ($000) $288 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 637 Value ($000) $304 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 579 Value ($000) $225 Avg Close $330.84 Range $264.29 - $386.62
Q4 2024
Shares 594 Value ($000) $215 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 588 Value ($000) $230 Avg Close $338.69 Range $301.40 - $389.91
Q1 2024
Shares 1,545 Value ($000) $566 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,535 Value ($000) $454 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,482 Value ($000) $405 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,475 Value ($000) $363 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,379 Value ($000) $316 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,356 Value ($000) $325 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,276 Value ($000) $209 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,177 Value ($000) $210 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,096 Value ($000) $244 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,072 Value ($000) $222 Avg Close $186.69 Range $173.30 - $200.95