CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Golden State Wealth Management, LLC's Holding History (CIK: 0001776033)

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

Q4 2025
Shares 3,075 Value ($000) $1,762 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,133 Value ($000) $1,495 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,307 Value ($000) $1,284 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,558 Value ($000) $1,174 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,326 Value ($000) $1,207 Avg Close $381.74 Range $351.93 - $412.27
Q1 2022
Shares 4,154 Value ($000) $926 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,739 Value ($000) $773 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,209 Value ($000) $616 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,236 Value ($000) $704 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,996 Value ($000) $462 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,308 Value ($000) $420 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,095 Value ($000) $312 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,102 Value ($000) $266 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 1,964 Value ($000) $228 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,070 Value ($000) $306 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 3,179 Value ($000) $402 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 2,429 Value ($000) $331 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 1,834 Value ($000) $248 Avg Close $114.61 Range $103.38 - $123.15