CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

PACIFIC CAPITAL WEALTH ADVISORS, INC's Holding History (CIK: 0001803523)

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

Q4 2024

Shares 46 Value ($000) $17 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 50 Value ($000) $20 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 46 Value ($000) $15 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 7 Value ($000) $3 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2024	46	$17	$381.74	$351.93 - $412.27
Q3 2024	50	$20	$338.69	$301.40 - $389.91
Q2 2024	46	$15	$338.69	$308.78 - $372.10
Q1 2024	7	$3	$311.07	$268.51 - $357.70