CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 869 Value ($000) $498 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 831 Value ($000) $397 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 815 Value ($000) $316 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 815 Value ($000) $269 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 802 Value ($000) $291 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 976 Value ($000) $382 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 823 Value ($000) $274 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 897 Value ($000) $329 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 902 Value ($000) $267 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 763 Value ($000) $208 Avg Close $261.47 Range $229.25 - $283.47