CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CFM WEALTH PARTNERS LLC's Holding History (CIK: 0001801097)

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

Q4 2025

Shares 4,888 Value ($000) $2,800 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,845 Value ($000) $2,312 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,853 Value ($000) $1,884 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 4,853 Value ($000) $1,601 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,409 Value ($000) $1,962 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,540 Value ($000) $2,167 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 5,488 Value ($000) $1,828 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,588 Value ($000) $2,048 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,688 Value ($000) $1,682 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,688 Value ($000) $1,553 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 5,688 Value ($000) $1,400 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 5,688 Value ($000) $1,302 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 5,498 Value ($000) $1,317 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 5,542 Value ($000) $909 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 5,442 Value ($000) $973 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 5,408 Value ($000) $1,205 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 5,308 Value ($000) $1,099 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 5,531 Value ($000) $1,061 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 5,923 Value ($000) $1,289 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 5,736 Value ($000) $1,330 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 5,736 Value ($000) $1,044 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 5,995 Value ($000) $894 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 7,395 Value ($000) $935 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 7,295 Value ($000) $847 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 7,225 Value ($000) $1,068 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,888	$2,800	$555.50	$469.79 - $627.50
Q3 2025	4,845	$2,312	$425.39	$381.75 - $483.95
Q2 2025	4,853	$1,884	$330.84	$264.29 - $386.62
Q1 2025	4,853	$1,601	$351.95	$315.09 - $404.98
Q4 2024	5,409	$1,962	$381.74	$351.93 - $412.27
Q3 2024	5,540	$2,167	$338.69	$301.40 - $389.91
Q2 2024	5,488	$1,828	$338.69	$308.78 - $372.10
Q1 2024	5,588	$2,048	$311.07	$268.51 - $357.70
Q4 2023	5,688	$1,682	$251.22	$216.95 - $290.10
Q3 2023	5,688	$1,553	$261.47	$229.25 - $283.47
Q2 2023	5,688	$1,400	$213.76	$195.84 - $240.81
Q1 2023	5,688	$1,302	$230.59	$201.84 - $253.98
Q4 2022	5,498	$1,317	$206.59	$156.72 - $232.83
Q3 2022	5,542	$909	$172.21	$151.58 - $189.11
Q2 2022	5,442	$973	$197.29	$164.98 - $221.91
Q1 2022	5,408	$1,205	$195.46	$167.60 - $214.37
Q4 2021	5,308	$1,099	$186.69	$173.30 - $200.95
Q3 2021	5,531	$1,061	$192.08	$172.62 - $206.58
Q2 2021	5,923	$1,289	$211.85	$188.71 - $226.53
Q1 2021	5,736	$1,330	$189.09	$163.90 - $217.37
Q4 2020	5,736	$1,044	$153.98	$129.92 - $167.14
Q3 2020	5,995	$894	$126.81	$112.24 - $141.22
Q2 2020	7,395	$935	$106.19	$89.90 - $125.54
Q1 2020	7,295	$847	$113.38	$77.78 - $132.89
Q4 2019	7,225	$1,068	$123.01	$102.69 - $131.46