CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

ERTS Wealth Advisors, LLC's Holding History (CIK: 0001767602)

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

Q4 2023
Shares 750 Value ($000) $222 Avg Close $251.22 Range $216.95 - $290.10
Q2 2023
Shares 885 Value ($000) $218 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,080 Value ($000) $247 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,400 Value ($000) $335 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,400 Value ($000) $230 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,400 Value ($000) $250 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,450 Value ($000) $323 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,450 Value ($000) $299 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,450 Value ($000) $278 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,450 Value ($000) $316 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,500 Value ($000) $348 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,422 Value ($000) $441 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,527 Value ($000) $377 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,676 Value ($000) $338 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 3,051 Value ($000) $354 Avg Close $113.38 Range $77.78 - $132.89
Q4 2018
Shares 703 Value ($000) $89 Avg Close $111.50 Range $96.19 - $135.93