CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Visionary Wealth Advisors's Holding History (CIK: 0001802984)

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

Q4 2025

Shares 3,185 Value ($000) $1,824 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,187 Value ($000) $1,521 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,832 Value ($000) $1,099 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,552 Value ($000) $842 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 2,612 Value ($000) $948 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 2,694 Value ($000) $1,054 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 2,990 Value ($000) $996 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,079 Value ($000) $1,128 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,295 Value ($000) $974 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 3,194 Value ($000) $872 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 3,262 Value ($000) $803 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 3,791 Value ($000) $868 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 3,908 Value ($000) $1 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 3,051 Value ($000) $501 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 3,275 Value ($000) $585 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,062 Value ($000) $905 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 3,841 Value ($000) $794 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 3,814 Value ($000) $732 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 3,463 Value ($000) $754 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 4,065 Value ($000) $942 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,142 Value ($000) $754 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 5,156 Value ($000) $769 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 4,543 Value ($000) $575 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 4,539 Value ($000) $527 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 4,610 Value ($000) $681 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,185	$1,824	$555.50	$469.79 - $627.50
Q3 2025	3,187	$1,521	$425.39	$381.75 - $483.95
Q2 2025	2,832	$1,099	$330.84	$264.29 - $386.62
Q1 2025	2,552	$842	$351.95	$315.09 - $404.98
Q4 2024	2,612	$948	$381.74	$351.93 - $412.27
Q3 2024	2,694	$1,054	$338.69	$301.40 - $389.91
Q2 2024	2,990	$996	$338.69	$308.78 - $372.10
Q1 2024	3,079	$1,128	$311.07	$268.51 - $357.70
Q4 2023	3,295	$974	$251.22	$216.95 - $290.10
Q3 2023	3,194	$872	$261.47	$229.25 - $283.47
Q2 2023	3,262	$803	$213.76	$195.84 - $240.81
Q1 2023	3,791	$868	$230.59	$201.84 - $253.98
Q4 2022	3,908	$1	$206.59	$156.72 - $232.83
Q3 2022	3,051	$501	$172.21	$151.58 - $189.11
Q2 2022	3,275	$585	$197.29	$164.98 - $221.91
Q1 2022	4,062	$905	$195.46	$167.60 - $214.37
Q4 2021	3,841	$794	$186.69	$173.30 - $200.95
Q3 2021	3,814	$732	$192.08	$172.62 - $206.58
Q2 2021	3,463	$754	$211.85	$188.71 - $226.53
Q1 2021	4,065	$942	$189.09	$163.90 - $217.37
Q4 2020	4,142	$754	$153.98	$129.92 - $167.14
Q3 2020	5,156	$769	$126.81	$112.24 - $141.22
Q2 2020	4,543	$575	$106.19	$89.90 - $125.54
Q1 2020	4,539	$527	$113.38	$77.78 - $132.89
Q4 2019	4,610	$681	$123.01	$102.69 - $131.46