CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CreativeOne Wealth, LLC's Holding History (CIK: 0001739728)

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

Q4 2025
Shares 10,889 Value ($000) $6,238 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 11,008 Value ($000) $5,252 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 11,070 Value ($000) $4,297 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 9,192 Value ($000) $3,032 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 8,170 Value ($000) $2,964 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 10,130 Value ($000) $3,962 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 8,867 Value ($000) $3 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 8,881 Value ($000) $3 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,903 Value ($000) $1 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,232 Value ($000) $1 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,459 Value ($000) $1 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,550 Value ($000) $1 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,044 Value ($000) $1 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,587 Value ($000) $589 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,835 Value ($000) $685 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 7,173 Value ($000) $1,598 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,547 Value ($000) $733 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,862 Value ($000) $549 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,926 Value ($000) $637 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,877 Value ($000) $667 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,375 Value ($000) $250 Avg Close $153.98 Range $129.92 - $167.14