CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

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

Q4 2025
Shares 1,064 Value ($000) $609 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,101 Value ($000) $525 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,101 Value ($000) $427 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,101 Value ($000) $363 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,012 Value ($000) $367 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,012 Value ($000) $396 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,012 Value ($000) $337 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,079 Value ($000) $395 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,079 Value ($000) $319 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,148 Value ($000) $313 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,148 Value ($000) $283 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,148 Value ($000) $263 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,139 Value ($000) $273 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 1,109 Value ($000) $247 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,109 Value ($000) $229 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,109 Value ($000) $213 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,109 Value ($000) $241 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,109 Value ($000) $258 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,109 Value ($000) $202 Avg Close $153.98 Range $129.92 - $167.14
Q2 2020
Shares 2,213 Value ($000) $280 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 2,927 Value ($000) $340 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 2,483 Value ($000) $367 Avg Close $123.01 Range $102.69 - $131.46