CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

RMR Wealth Builders's Holding History (CIK: 0001803848)

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

Q4 2025
Shares 1,849 Value ($000) $1,059 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,373 Value ($000) $655 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,292 Value ($000) $502 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,529 Value ($000) $504 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,475 Value ($000) $535 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,415 Value ($000) $553 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,068 Value ($000) $689 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,352 Value ($000) $862 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,330 Value ($000) $689 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,380 Value ($000) $650 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,369 Value ($000) $583 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,387 Value ($000) $546 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,189 Value ($000) $524 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 2,188 Value ($000) $359 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,686 Value ($000) $301 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,781 Value ($000) $397 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,412 Value ($000) $292 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,676 Value ($000) $322 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,674 Value ($000) $364 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,614 Value ($000) $374 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,349 Value ($000) $246 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,505 Value ($000) $224 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 349 Value ($000) $44 Avg Close $106.19 Range $89.90 - $125.54
Q4 2019
Shares 699 Value ($000) $103 Avg Close $123.01 Range $102.69 - $131.46