CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q1 2024

Shares 919 Value ($000) $337 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 829 Value ($000) $245 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 835 Value ($000) $228 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 836 Value ($000) $206 Avg Close $213.76 Range $195.84 - $240.81

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	919	$337	$311.07	$268.51 - $357.70
Q4 2023	829	$245	$251.22	$216.95 - $290.10
Q3 2023	835	$228	$261.47	$229.25 - $283.47
Q2 2023	836	$206	$213.76	$195.84 - $240.81