CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 1,076 Value ($000) $616 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,159 Value ($000) $553 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,383 Value ($000) $537 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,245 Value ($000) $411 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,294 Value ($000) $469 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,088 Value ($000) $426 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,973 Value ($000) $990 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,404 Value ($000) $1,614 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 4,713 Value ($000) $1,393 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 4,895 Value ($000) $1,336 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 4,936 Value ($000) $1,215 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 4,968 Value ($000) $1,137 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 4,588 Value ($000) $1,099 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 4,150 Value ($000) $681 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 5,721 Value ($000) $1,023 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 5,702 Value ($000) $1,271 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 5,826 Value ($000) $1,204 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 4,048 Value ($000) $777 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 4,061 Value ($000) $884 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 3,639 Value ($000) $844 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 3,635 Value ($000) $662 Avg Close $153.98 Range $129.92 - $167.14