CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

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

Q2 2025
Shares 310 Value ($000) $120 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 306 Value ($000) $101 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 306 Value ($000) $111 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 310 Value ($000) $121 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 316 Value ($000) $105 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 307 Value ($000) $112 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 356 Value ($000) $105 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 356 Value ($000) $97 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 356 Value ($000) $88 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 366 Value ($000) $84 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 463 Value ($000) $111 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 477 Value ($000) $85 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 477 Value ($000) $85 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 34 Value ($000) $8 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 30 Value ($000) $6 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 51 Value ($000) $10 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 674 Value ($000) $147 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 684 Value ($000) $158 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 650 Value ($000) $118 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 649 Value ($000) $97 Avg Close $126.81 Range $112.24 - $141.22
Q4 2019
Shares 3 Value ($000) $0 Avg Close $123.01 Range $102.69 - $131.46