CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Facet Wealth, Inc.'s Holding History (CIK: 0001748271)

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

Q4 2025
Shares 2,770 Value ($000) $1,782 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,971 Value ($000) $940 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,524 Value ($000) $667 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,162 Value ($000) $375 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,143 Value ($000) $416 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,069 Value ($000) $406 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 624 Value ($000) $213 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 591 Value ($000) $202 Avg Close $311.07 Range $268.51 - $357.70