CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q1 2024

Shares 950 Value ($000) $329 Avg Close $311.07 Range $268.51 - $357.70

Q2 2023

Shares 1,086 Value ($000) $284 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,557 Value ($000) $1 Avg Close $230.59 Range $201.84 - $253.98

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	950	$329	$311.07	$268.51 - $357.70
Q2 2023	1,086	$284	$213.76	$195.84 - $240.81
Q1 2023	6,557	$1	$230.59	$201.84 - $253.98