CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 44,226 Value ($000) $25,336 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 44,173 Value ($000) $21,077 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 27,214 Value ($000) $10,565 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 24,135 Value ($000) $7,960 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 23,221 Value ($000) $8,424 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 23,240 Value ($000) $9,090 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 22,248 Value ($000) $7,411 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 16,677 Value ($000) $6,111 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,186 Value ($000) $351 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,186 Value ($000) $324 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,191 Value ($000) $293 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,190 Value ($000) $272 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,198 Value ($000) $287 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 1,198 Value ($000) $214 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,196 Value ($000) $266 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,183 Value ($000) $245 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 1,690 Value ($000) $324 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,908 Value ($000) $415 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,761 Value ($000) $408 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,205 Value ($000) $219 Avg Close $153.98 Range $129.92 - $167.14