CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JEPPSON WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001831263)

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

Q4 2025
Shares 1,551 Value ($000) $889 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,617 Value ($000) $772 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,617 Value ($000) $628 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,618 Value ($000) $534 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,661 Value ($000) $603 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,660 Value ($000) $649 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,660 Value ($000) $553 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,665 Value ($000) $610 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,690 Value ($000) $500 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,690 Value ($000) $461 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,705 Value ($000) $420 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,810 Value ($000) $414 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,810 Value ($000) $434 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,810 Value ($000) $297 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,901 Value ($000) $340 Avg Close $197.29 Range $164.98 - $221.91
Q3 2020
Shares 622 Value ($000) $93 Avg Close $126.81 Range $112.24 - $141.22