CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Sound Financial Strategies Group, LLC's Holding History (CIK: 0001800620)

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

Q4 2025
Shares 1,600 Value ($000) $917 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,810 Value ($000) $864 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,715 Value ($000) $666 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,181 Value ($000) $719 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,321 Value ($000) $842 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,060 Value ($000) $806 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,002 Value ($000) $667 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,242 Value ($000) $822 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,333 Value ($000) $690 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,870 Value ($000) $1,057 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 4,219 Value ($000) $1,038 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,659 Value ($000) $1,066 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 4,807 Value ($000) $1,152 Avg Close $206.59 Range $156.72 - $232.83
Q4 2021
Shares 2,801 Value ($000) $579 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,845 Value ($000) $546 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 2,832 Value ($000) $616 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 2,614 Value ($000) $606 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,742 Value ($000) $681 Avg Close $153.98 Range $129.92 - $167.14