CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 973 Value ($000) $557 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 960 Value ($000) $458 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 861 Value ($000) $334 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 772 Value ($000) $255 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 771 Value ($000) $280 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 769 Value ($000) $301 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 761 Value ($000) $254 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 780 Value ($000) $286 Avg Close $311.07 Range $268.51 - $357.70