CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Regent Peak Wealth Advisors LLC's Holding History (CIK: 0001803329)

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

Q4 2025
Shares 1,597 Value ($000) $915 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,558 Value ($000) $743 Avg Close $425.39 Range $381.75 - $483.95
Q1 2025
Shares 1,549 Value ($000) $511 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,570 Value ($000) $570 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,553 Value ($000) $607 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,575 Value ($000) $525 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,579 Value ($000) $579 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,568 Value ($000) $464 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,561 Value ($000) $426 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,518 Value ($000) $374 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,588 Value ($000) $363 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,644 Value ($000) $394 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,632 Value ($000) $267 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,668 Value ($000) $298 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,644 Value ($000) $366 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,587 Value ($000) $328 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,577 Value ($000) $303 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,584 Value ($000) $327 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,466 Value ($000) $339 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,411 Value ($000) $257 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,371 Value ($000) $204 Avg Close $126.81 Range $112.24 - $141.22