CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BCS Wealth Management's Holding History (CIK: 0001798172)

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

Q4 2025
Shares 4,112 Value ($000) $2,356 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,080 Value ($000) $993 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,435 Value ($000) $1 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,096 Value ($000) $1 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,094 Value ($000) $1 Avg Close $381.74 Range $351.93 - $412.27
Q1 2024
Shares 1,566 Value ($000) $1 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,566 Value ($000) $0 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,566 Value ($000) $0 Avg Close $261.47 Range $229.25 - $283.47
Q2 2022
Shares 1,476 Value ($000) $264 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 1,395 Value ($000) $288 Avg Close $186.69 Range $173.30 - $200.95