CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q3 2024
Shares 1,079 Value ($000) $419 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,079 Value ($000) $352 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,104 Value ($000) $411 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,104 Value ($000) $316 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,079 Value ($000) $286 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,231 Value ($000) $306 Avg Close $213.76 Range $195.84 - $240.81
Q4 2022
Shares 1,059 Value ($000) $264 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,259 Value ($000) $207 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,250 Value ($000) $223 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,250 Value ($000) $279 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,450 Value ($000) $300 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,550 Value ($000) $298 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,350 Value ($000) $294 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,050 Value ($000) $243 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,050 Value ($000) $191 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,050 Value ($000) $157 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 1,109 Value ($000) $141 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 1,109 Value ($000) $129 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 1,109 Value ($000) $164 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 1,109 Value ($000) $140 Avg Close $111.09 Range $97.87 - $122.22
Q3 2018
Shares 1,000 Value ($000) $152 Avg Close $120.51 Range $110.40 - $134.53