CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

TrueWealth Advisors, LLC's Holding History (CIK: 0001817714)

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

Q4 2025
Shares 843 Value ($000) $483 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 812 Value ($000) $387 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 743 Value ($000) $289 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 741 Value ($000) $244 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 788 Value ($000) $286 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,657 Value ($000) $648 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,346 Value ($000) $448 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 945 Value ($000) $346 Avg Close $311.07 Range $268.51 - $357.70