CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 403 Value ($000) $231 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 453 Value ($000) $216 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 462 Value ($000) $179 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 467 Value ($000) $154 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 517 Value ($000) $188 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 109 Value ($000) $43 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 65 Value ($000) $22 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 50 Value ($000) $18 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 50 Value ($000) $15 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 50 Value ($000) $14 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 50 Value ($000) $12 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 69 Value ($000) $16 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 69 Value ($000) $17 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 69 Value ($000) $11 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 62 Value ($000) $11 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 62 Value ($000) $14 Avg Close $195.46 Range $167.60 - $214.37
Q2 2020
Shares 27 Value ($000) $4 Avg Close $106.19 Range $89.90 - $125.54
Q1 2020
Shares 17 Value ($000) $2 Avg Close $113.38 Range $77.78 - $132.89
Q4 2019
Shares 17 Value ($000) $3 Avg Close $123.01 Range $102.69 - $131.46