CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Aries Wealth Management's Holding History (CIK: 0001729515)

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

Q4 2025
Shares 17,753 Value ($000) $10,170 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 17,975 Value ($000) $8,577 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 17,892 Value ($000) $6,946 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 17,992 Value ($000) $5,934 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 17,992 Value ($000) $6,527 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 17,992 Value ($000) $7,037 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 18,092 Value ($000) $6,026 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 18,128 Value ($000) $6,643 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 18,128 Value ($000) $5,360 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 18,628 Value ($000) $5,044 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 18,128 Value ($000) $4,460 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 18,128 Value ($000) $4,148 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 18,028 Value ($000) $4,319 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 18,028 Value ($000) $3,902 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 18,100 Value ($000) $3,236 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 18,294 Value ($000) $3,782 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 18,294 Value ($000) $3,512 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 18,294 Value ($000) $3,981 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 18,564 Value ($000) $4,318 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 18,794 Value ($000) $3,651 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 18,667 Value ($000) $2,784 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 19,327 Value ($000) $2,445 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 19,327 Value ($000) $2,256 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 19,527 Value ($000) $2,897 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 19,527 Value ($000) $2,507 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 19,527 Value ($000) $2,646 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 19,527 Value ($000) $2,646 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 9,870 Value ($000) $1,254 Avg Close $111.50 Range $96.19 - $135.93
Q3 2018
Shares 8,830 Value ($000) $1,346 Avg Close $120.51 Range $110.40 - $134.53
Q2 2018
Shares 8,830 Value ($000) $1,270 Avg Close $126.53 Range $112.48 - $137.00
Q1 2018
Shares 8,580 Value ($000) $1,271 Avg Close $133.07 Range $120.49 - $146.01
Q4 2017
Shares 8,080 Value ($000) $1,377 Avg Close $116.31 Range $103.45 - $133.20