CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Global Wealth Management Investment Advisory, Inc.'s Holding History (CIK: 0001767855)

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

Q4 2025

Shares 11,060 Value ($000) $6,336 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 11,924 Value ($000) $5,690 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 12,454 Value ($000) $4,835 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 13,052 Value ($000) $4,305 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 12,602 Value ($000) $4,572 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 12,334 Value ($000) $4,824 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 11,948 Value ($000) $3,980 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 11,513 Value ($000) $4,219 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 11,535 Value ($000) $3,411 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 11,167 Value ($000) $3,049 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 10,251 Value ($000) $2,522 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 9,910 Value ($000) $2,268 Avg Close $230.59 Range $201.84 - $253.98

Q2 2022

Shares 670 Value ($000) $120 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 740 Value ($000) $165 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 770 Value ($000) $159 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 810 Value ($000) $155 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 730 Value ($000) $159 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 730 Value ($000) $169 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 788 Value ($000) $143 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 786 Value ($000) $117 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 853 Value ($000) $108 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 887 Value ($000) $103 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 831 Value ($000) $123 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 849 Value ($000) $107 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 890 Value ($000) $121 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 1,632 Value ($000) $221 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 2,778 Value ($000) $353 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,060	$6,336	$555.50	$469.79 - $627.50
Q3 2025	11,924	$5,690	$425.39	$381.75 - $483.95
Q2 2025	12,454	$4,835	$330.84	$264.29 - $386.62
Q1 2025	13,052	$4,305	$351.95	$315.09 - $404.98
Q4 2024	12,602	$4,572	$381.74	$351.93 - $412.27
Q3 2024	12,334	$4,824	$338.69	$301.40 - $389.91
Q2 2024	11,948	$3,980	$338.69	$308.78 - $372.10
Q1 2024	11,513	$4,219	$311.07	$268.51 - $357.70
Q4 2023	11,535	$3,411	$251.22	$216.95 - $290.10
Q3 2023	11,167	$3,049	$261.47	$229.25 - $283.47
Q2 2023	10,251	$2,522	$213.76	$195.84 - $240.81
Q1 2023	9,910	$2,268	$230.59	$201.84 - $253.98
Q2 2022	670	$120	$197.29	$164.98 - $221.91
Q1 2022	740	$165	$195.46	$167.60 - $214.37
Q4 2021	770	$159	$186.69	$173.30 - $200.95
Q3 2021	810	$155	$192.08	$172.62 - $206.58
Q2 2021	730	$159	$211.85	$188.71 - $226.53
Q1 2021	730	$169	$189.09	$163.90 - $217.37
Q4 2020	788	$143	$153.98	$129.92 - $167.14
Q3 2020	786	$117	$126.81	$112.24 - $141.22
Q2 2020	853	$108	$106.19	$89.90 - $125.54
Q1 2020	887	$103	$113.38	$77.78 - $132.89
Q4 2019	831	$123	$123.01	$102.69 - $131.46
Q3 2019	849	$107	$111.09	$97.87 - $122.22
Q2 2019	890	$121	$114.70	$103.20 - $125.83
Q1 2019	1,632	$221	$114.61	$103.38 - $123.15
Q4 2018	2,778	$353	$111.50	$96.19 - $135.93