CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BRANDYWINE OAK PRIVATE WEALTH LLC's Holding History (CIK: 0001764694)

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

Q4 2025
Shares 493 Value ($000) $282 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 493 Value ($000) $235 Avg Close $425.39 Range $381.75 - $483.95
Q4 2024
Shares 761 Value ($000) $276 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 760 Value ($000) $297 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 660 Value ($000) $220 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 660 Value ($000) $242 Avg Close $311.07 Range $268.51 - $357.70
Q3 2021
Shares 1,094 Value ($000) $210 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,094 Value ($000) $238 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 950 Value ($000) $220 Avg Close $189.09 Range $163.90 - $217.37
Q4 2018
Shares 300 Value ($000) $38 Avg Close $111.50 Range $96.19 - $135.93