CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Keebeck Wealth Management's Holding History (CIK: 0001803675)

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

Q4 2025
Shares 1,159 Value ($000) $664 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 964 Value ($000) $460 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 889 Value ($000) $345 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 880 Value ($000) $290 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 793 Value ($000) $288 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 682 Value ($000) $267 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 698 Value ($000) $233 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 698 Value ($000) $256 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 698 Value ($000) $206 Avg Close $251.22 Range $216.95 - $290.10
Q2 2021
Shares 1,201 Value ($000) $261 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,201 Value ($000) $278 Avg Close $189.09 Range $163.90 - $217.37
Q2 2020
Shares 372 Value ($000) $47 Avg Close $106.19 Range $89.90 - $125.54
Q4 2019
Shares 372 Value ($000) $54 Avg Close $123.01 Range $102.69 - $131.46