CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

EVOKE WEALTH, LLC's Holding History (CIK: 0001793432)

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

Q4 2025
Shares 4,012 Value ($000) $2,298 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,790 Value ($000) $1,808 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,456 Value ($000) $1,342 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,154 Value ($000) $1,040 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,243 Value ($000) $1,176 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,472 Value ($000) $967 Avg Close $338.69 Range $301.40 - $389.91
Q1 2024
Shares 1,301 Value ($000) $477 Avg Close $311.07 Range $268.51 - $357.70
Q3 2023
Shares 1,108 Value ($000) $303 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,014 Value ($000) $249 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,150 Value ($000) $263 Avg Close $230.59 Range $201.84 - $253.98
Q3 2022
Shares 755 Value ($000) $124 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 803 Value ($000) $144 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 809 Value ($000) $180 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 799 Value ($000) $165 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 798 Value ($000) $153 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 319 Value ($000) $69 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 348 Value ($000) $81 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 185 Value ($000) $34 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 185 Value ($000) $28 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 164 Value ($000) $21 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 141 Value ($000) $16,388 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 332 Value ($000) $49,038 Avg Close $123.01 Range $102.69 - $131.46
Q3 2019
Shares 303 Value ($000) $38,362 Avg Close $111.09 Range $97.87 - $122.22