CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

WFA of San Diego, LLC's Holding History (CIK: 0001821407)

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

Q4 2025
Shares 2,246 Value ($000) $1,287 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,361 Value ($000) $1,127 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,361 Value ($000) $917 Avg Close $330.84 Range $264.29 - $386.62
Q3 2024
Shares 2,318 Value ($000) $907 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,318 Value ($000) $772 Avg Close $338.69 Range $308.78 - $372.10
Q3 2023
Shares 2,118 Value ($000) $578 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,318 Value ($000) $570 Avg Close $213.76 Range $195.84 - $240.81
Q4 2022
Shares 582 Value ($000) $139 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 492 Value ($000) $88 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 581 Value ($000) $120 Avg Close $186.69 Range $173.30 - $200.95