CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Western Wealth Management, LLC's Holding History (CIK: 0001767902)

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

Q4 2025

Shares 4,435 Value ($000) $2,541 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,092 Value ($000) $1,953 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,166 Value ($000) $1,617 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 4,500 Value ($000) $1,484 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 2,653 Value ($000) $963 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 7,014 Value ($000) $2,743 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 4,301 Value ($000) $1,433 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,005 Value ($000) $1,467 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 6,626 Value ($000) $1,959 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 6,810 Value ($000) $1,859 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,802 Value ($000) $1,673 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,312 Value ($000) $1,445 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,077 Value ($000) $1,456 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 9,411 Value ($000) $1,664 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 8,716 Value ($000) $1,556 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 8,942 Value ($000) $1,995 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 3,681 Value ($000) $763 Avg Close $186.69 Range $173.30 - $200.95

Q2 2021

Shares 7,025 Value ($000) $1,529 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 3,561 Value ($000) $826 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 3,173 Value ($000) $578 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 3,717 Value ($000) $555 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 3,740 Value ($000) $479 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 3,330 Value ($000) $391 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 2,966 Value ($000) $438 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 4,145 Value ($000) $522 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 3,649 Value ($000) $497 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 5,092 Value ($000) $693 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 5,506 Value ($000) $702 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,435	$2,541	$555.50	$469.79 - $627.50
Q3 2025	4,092	$1,953	$425.39	$381.75 - $483.95
Q2 2025	4,166	$1,617	$330.84	$264.29 - $386.62
Q1 2025	4,500	$1,484	$351.95	$315.09 - $404.98
Q4 2024	2,653	$963	$381.74	$351.93 - $412.27
Q3 2024	7,014	$2,743	$338.69	$301.40 - $389.91
Q2 2024	4,301	$1,433	$338.69	$308.78 - $372.10
Q1 2024	4,005	$1,467	$311.07	$268.51 - $357.70
Q4 2023	6,626	$1,959	$251.22	$216.95 - $290.10
Q3 2023	6,810	$1,859	$261.47	$229.25 - $283.47
Q2 2023	6,802	$1,673	$213.76	$195.84 - $240.81
Q1 2023	6,312	$1,445	$230.59	$201.84 - $253.98
Q4 2022	6,077	$1,456	$206.59	$156.72 - $232.83
Q3 2022	9,411	$1,664	$172.21	$151.58 - $189.11
Q2 2022	8,716	$1,556	$197.29	$164.98 - $221.91
Q1 2022	8,942	$1,995	$195.46	$167.60 - $214.37
Q4 2021	3,681	$763	$186.69	$173.30 - $200.95
Q2 2021	7,025	$1,529	$211.85	$188.71 - $226.53
Q1 2021	3,561	$826	$189.09	$163.90 - $217.37
Q4 2020	3,173	$578	$153.98	$129.92 - $167.14
Q3 2020	3,717	$555	$126.81	$112.24 - $141.22
Q2 2020	3,740	$479	$106.19	$89.90 - $125.54
Q1 2020	3,330	$391	$113.38	$77.78 - $132.89
Q4 2019	2,966	$438	$123.01	$102.69 - $131.46
Q3 2019	4,145	$522	$111.09	$97.87 - $122.22
Q2 2019	3,649	$497	$114.70	$103.20 - $125.83
Q1 2019	5,092	$693	$114.61	$103.38 - $123.15
Q4 2018	5,506	$702	$111.50	$96.19 - $135.93