CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Xcel Wealth Management, LLC's Holding History (CIK: 0001791002)

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

Q4 2025
Shares 6,576 Value ($000) $3,767 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 6,545 Value ($000) $3,123 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,960 Value ($000) $1,537 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,521 Value ($000) $1,161 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,970 Value ($000) $1,440 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,969 Value ($000) $1,552 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,498 Value ($000) $1,498 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,649 Value ($000) $1,703 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 5,047 Value ($000) $1,492 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 5,096 Value ($000) $1,391 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 5,144 Value ($000) $1,266 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,693 Value ($000) $1,074 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,835 Value ($000) $919 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,835 Value ($000) $629 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,835 Value ($000) $686 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,834 Value ($000) $854 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,934 Value ($000) $813 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,833 Value ($000) $736 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,833 Value ($000) $834 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 5,083 Value ($000) $1,179 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 5,832 Value ($000) $1,061 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 5,941 Value ($000) $886 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 6,799 Value ($000) $860 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 9,347 Value ($000) $1,084 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 9,996 Value ($000) $1,476 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 14,693 Value ($000) $1,855 Avg Close $111.09 Range $97.87 - $122.22
Q2 2019
Shares 8,536 Value ($000) $1,163 Avg Close $114.70 Range $103.20 - $125.83
Q1 2019
Shares 8,535 Value ($000) $1,156 Avg Close $114.61 Range $103.38 - $123.15
Q4 2018
Shares 9,114 Value ($000) $1,158 Avg Close $111.50 Range $96.19 - $135.93