CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CCG WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001771169)

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

Q2 2025
Shares 667 Value ($000) $259 Avg Close $330.84 Range $264.29 - $386.62
Q4 2023
Shares 3,113 Value ($000) $920 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,121 Value ($000) $852 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,121 Value ($000) $768 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,121 Value ($000) $714 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,121 Value ($000) $748 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,121 Value ($000) $512 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,176 Value ($000) $568 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,121 Value ($000) $695 Avg Close $195.46 Range $167.60 - $214.37