CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q4 2025
Shares 2,975 Value ($000) $1,704 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,975 Value ($000) $1,420 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,975 Value ($000) $1,155 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,854 Value ($000) $941 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,904 Value ($000) $1,053 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,904 Value ($000) $1,136 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,754 Value ($000) $917 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,754 Value ($000) $1,009 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,704 Value ($000) $799 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,704 Value ($000) $738 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,204 Value ($000) $542 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,204 Value ($000) $504 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,504 Value ($000) $360 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,500 Value ($000) $246 Avg Close $172.21 Range $151.58 - $189.11
Q1 2022
Shares 1,510 Value ($000) $336 Avg Close $195.46 Range $167.60 - $214.37