CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

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

Q4 2025
Shares 558 Value ($000) $320 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 560 Value ($000) $267 Avg Close $425.39 Range $381.75 - $483.95
Q2 2024
Shares 727 Value ($000) $242 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 727 Value ($000) $266 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 697 Value ($000) $206 Avg Close $251.22 Range $216.95 - $290.10
Q3 2022
Shares 2,270 Value ($000) $372 Avg Close $172.21 Range $151.58 - $189.11
Q4 2021
Shares 1,864 Value ($000) $385 Avg Close $186.69 Range $173.30 - $200.95
Q1 2021
Shares 1,514 Value ($000) $351 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,621 Value ($000) $295 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,641 Value ($000) $245 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 1,661 Value ($000) $210 Avg Close $106.19 Range $89.90 - $125.54
Q4 2019
Shares 1,706 Value ($000) $252 Avg Close $123.01 Range $102.69 - $131.46