CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

1900 WEALTH MANAGEMENT LLC's Holding History (CIK: 0001791996)

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

Q4 2025
Shares 5,517 Value ($000) $3,160 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,516 Value ($000) $2,632 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,527 Value ($000) $1,369 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,526 Value ($000) $1,163 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,511 Value ($000) $1,274 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,509 Value ($000) $1,373 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,508 Value ($000) $1,168 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,506 Value ($000) $1,285 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,695 Value ($000) $1,093 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 4,105 Value ($000) $1,121 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 4,105 Value ($000) $1,010 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,105 Value ($000) $977 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 3,480 Value ($000) $834 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 3,480 Value ($000) $571 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 3,480 Value ($000) $622 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 3,705 Value ($000) $826 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 3,705 Value ($000) $766 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 3,706 Value ($000) $711 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 3,706 Value ($000) $807 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,546 Value ($000) $822 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,413 Value ($000) $621 Avg Close $153.98 Range $129.92 - $167.14