CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JGP Wealth Management, LLC's Holding History (CIK: 0001748278)

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

Q4 2025
Shares 731 Value ($000) $419 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 606 Value ($000) $298 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 605 Value ($000) $235 Avg Close $330.84 Range $264.29 - $386.62
Q4 2023
Shares 2,419 Value ($000) $715 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,371 Value ($000) $647 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,128 Value ($000) $770 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,186 Value ($000) $729 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,270 Value ($000) $304 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,267 Value ($000) $225 Avg Close $172.21 Range $151.58 - $189.11