CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Legacy Financial Group LLC's Holding History (CIK: 0001834011)

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

Q4 2025
Shares 1,206 Value ($000) $834 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,155 Value ($000) $551 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,154 Value ($000) $448 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,183 Value ($000) $390 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,182 Value ($000) $428,706 Avg Close $381.74 Range $351.93 - $412.27
Q2 2024
Shares 707 Value ($000) $236 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 707 Value ($000) $259 Avg Close $311.07 Range $268.51 - $357.70
Q3 2023
Shares 956 Value ($000) $260,901 Avg Close $261.47 Range $229.25 - $283.47