CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Spartan Planning & Wealth Management's Holding History (CIK: 0001749283)

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

Q4 2025
Shares 983 Value ($000) $563 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 866 Value ($000) $413 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 892 Value ($000) $346 Avg Close $330.84 Range $264.29 - $386.62
Q4 2023
Shares 686 Value ($000) $203 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 780 Value ($000) $213 Avg Close $261.47 Range $229.25 - $283.47
Q4 2022
Shares 915 Value ($000) $219 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2 Value ($000) $0 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 2 Value ($000) $0 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,243 Value ($000) $277,000 Avg Close $195.46 Range $167.60 - $214.37