CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2025
Shares 12,881 Value ($000) $7,379 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 12,752 Value ($000) $6,084 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 12,592 Value ($000) $4,888 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 12,769 Value ($000) $4,211 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 11,535 Value ($000) $4,185 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 10,920 Value ($000) $4,271 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 10,331 Value ($000) $3,441 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 9,869 Value ($000) $3,616 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 8,874 Value ($000) $2,624 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 7,699 Value ($000) $2,102 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,634 Value ($000) $1,386 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,420 Value ($000) $325 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,470 Value ($000) $352 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 934 Value ($000) $208 Avg Close $195.46 Range $167.60 - $214.37