CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 2,552 Value ($000) $1,462 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,288 Value ($000) $1,092 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,115 Value ($000) $821 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,094 Value ($000) $691 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,211 Value ($000) $802 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,050 Value ($000) $802 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,234 Value ($000) $744 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,234 Value ($000) $819 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,234 Value ($000) $661 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,148 Value ($000) $586 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,748 Value ($000) $430 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,748 Value ($000) $400 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,748 Value ($000) $419 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,748 Value ($000) $287 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,995 Value ($000) $357 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,944 Value ($000) $433 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,790 Value ($000) $368 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,092 Value ($000) $210 Avg Close $192.08 Range $172.62 - $206.58
Q1 2021
Shares 945 Value ($000) $215 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,923 Value ($000) $350 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 2,217 Value ($000) $331 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 2,176 Value ($000) $275 Avg Close $106.19 Range $89.90 - $125.54