CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

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

Q1 2025

Shares 6,441 Value ($000) $2,124 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 6,412 Value ($000) $2,326 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 6,249 Value ($000) $2,444 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 6,124 Value ($000) $2,040 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,823 Value ($000) $2,134 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	6,441	$2,124	$351.95	$315.09 - $404.98
Q4 2024	6,412	$2,326	$381.74	$351.93 - $412.27
Q3 2024	6,249	$2,444	$338.69	$301.40 - $389.91
Q2 2024	6,124	$2,040	$338.69	$308.78 - $372.10
Q1 2024	5,823	$2,134	$311.07	$268.51 - $357.70