CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wagner Wealth Management, LLC's Holding History (CIK: 0001728657)

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

Q4 2025
Shares 1,739 Value ($000) $996 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,594 Value ($000) $761 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,615 Value ($000) $627 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 877 Value ($000) $289 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 668 Value ($000) $242 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 642 Value ($000) $251 Avg Close $338.69 Range $301.40 - $389.91
Q3 2022
Shares 273 Value ($000) $45 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 386 Value ($000) $69 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 375 Value ($000) $78 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 153 Value ($000) $31 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 453 Value ($000) $99 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 153 Value ($000) $35 Avg Close $189.09 Range $163.90 - $217.37
Q3 2018
Shares 155 Value ($000) $24 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 155 Value ($000) $21 Avg Close $126.53 Range $112.48 - $137.00