CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Resonant Capital Advisors, LLC's Holding History (CIK: 0001803236)

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

Q4 2025
Shares 2,576 Value ($000) $1,476 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,561 Value ($000) $1,222 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,475 Value ($000) $961 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,805 Value ($000) $595 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,826 Value ($000) $662 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,761 Value ($000) $689 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,688 Value ($000) $562 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,602 Value ($000) $587 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,323 Value ($000) $391 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,267 Value ($000) $346 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,056 Value ($000) $260 Avg Close $213.76 Range $195.84 - $240.81