CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Kerntke Otto McGlone Wealth Management Group's Holding History (CIK: 0001804116)

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

Q4 2025
Shares 617 Value ($000) $354 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 685 Value ($000) $327 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 687 Value ($000) $267 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 681 Value ($000) $225 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 664 Value ($000) $241 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 663 Value ($000) $259 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 672 Value ($000) $224 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 671 Value ($000) $246 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 684 Value ($000) $202 Avg Close $251.22 Range $216.95 - $290.10
Q2 2021
Shares 1,006 Value ($000) $219 Avg Close $211.85 Range $188.71 - $226.53