CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Secure Asset Management, LLC's Holding History (CIK: 0001800692)

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

Q4 2025
Shares 907 Value ($000) $520 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 751 Value ($000) $361 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 749 Value ($000) $291 Avg Close $330.84 Range $264.29 - $386.62
Q4 2024
Shares 1,040 Value ($000) $377 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,338 Value ($000) $523 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,439 Value ($000) $479 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,328 Value ($000) $486 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,177 Value ($000) $348 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,174 Value ($000) $320 Avg Close $261.47 Range $229.25 - $283.47
Q4 2022
Shares 942 Value ($000) $226 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 1,133 Value ($000) $202 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,161 Value ($000) $259 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,173 Value ($000) $242 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,169 Value ($000) $225 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,166 Value ($000) $254 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 995 Value ($000) $231 Avg Close $189.09 Range $163.90 - $217.37