CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Curated Wealth Partners LLC's Holding History (CIK: 0001781284)

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

Q4 2024
Shares 2,418 Value ($000) $877 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,797 Value ($000) $1,094 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,781 Value ($000) $926 Avg Close $338.69 Range $308.78 - $372.10
Q4 2023
Shares 3,320 Value ($000) $982 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,438 Value ($000) $939 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 3,749 Value ($000) $922 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 3,762 Value ($000) $861 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 4,186 Value ($000) $1,003 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,721 Value ($000) $609 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,659 Value ($000) $655 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,453 Value ($000) $303 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,453 Value ($000) $303 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,403 Value ($000) $269 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,381 Value ($000) $301 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,295 Value ($000) $300 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,418 Value ($000) $258 Avg Close $153.98 Range $129.92 - $167.14