CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025

Shares 1,388 Value ($000) $795 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,442 Value ($000) $688 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 1,420 Value ($000) $551 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 929 Value ($000) $307 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 894 Value ($000) $324 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 1,095 Value ($000) $428 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 20,394 Value ($000) $0 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 1,172 Value ($000) $0 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 1,226 Value ($000) $0 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 1,140 Value ($000) $0 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 1,172 Value ($000) $288 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 1,378 Value ($000) $317 Avg Close $230.59 Range $201.84 - $253.98

Q3 2021

Shares 396 Value ($000) $77 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 408 Value ($000) $89 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 360 Value ($000) $66 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 360 Value ($000) $66 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 299 Value ($000) $45 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 299 Value ($000) $38 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 298 Value ($000) $35 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 297 Value ($000) $44 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 296 Value ($000) $38 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 477 Value ($000) $65 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 536 Value ($000) $72 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 526 Value ($000) $66 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,388	$795	$555.50	$469.79 - $627.50
Q3 2025	1,442	$688	$425.39	$381.75 - $483.95
Q2 2025	1,420	$551	$330.84	$264.29 - $386.62
Q1 2025	929	$307	$351.95	$315.09 - $404.98
Q4 2024	894	$324	$381.74	$351.93 - $412.27
Q3 2024	1,095	$428	$338.69	$301.40 - $389.91
Q2 2024	20,394	$0	$338.69	$308.78 - $372.10
Q1 2024	1,172	$0	$311.07	$268.51 - $357.70
Q4 2023	1,226	$0	$251.22	$216.95 - $290.10
Q3 2023	1,140	$0	$261.47	$229.25 - $283.47
Q2 2023	1,172	$288	$213.76	$195.84 - $240.81
Q1 2023	1,378	$317	$230.59	$201.84 - $253.98
Q3 2021	396	$77	$192.08	$172.62 - $206.58
Q2 2021	408	$89	$211.85	$188.71 - $226.53
Q1 2021	360	$66	$189.09	$163.90 - $217.37
Q4 2020	360	$66	$153.98	$129.92 - $167.14
Q3 2020	299	$45	$126.81	$112.24 - $141.22
Q2 2020	299	$38	$106.19	$89.90 - $125.54
Q1 2020	298	$35	$113.38	$77.78 - $132.89
Q4 2019	297	$44	$123.01	$102.69 - $131.46
Q3 2019	296	$38	$111.09	$97.87 - $122.22
Q2 2019	477	$65	$114.70	$103.20 - $125.83
Q1 2019	536	$72	$114.61	$103.38 - $123.15
Q4 2018	526	$66	$111.50	$96.19 - $135.93