CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Cerro Pacific Wealth Advisors LLC's Holding History (CIK: 0001842669)

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

Q4 2025
Shares 577 Value ($000) $331 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 578 Value ($000) $276 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 724 Value ($000) $281 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 762 Value ($000) $276 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 760 Value ($000) $297 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 755 Value ($000) $251 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 755 Value ($000) $251 Avg Close $338.69 Range $308.78 - $372.10
Q1 2023
Shares 925 Value ($000) $212 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 885 Value ($000) $212 Avg Close $206.59 Range $156.72 - $232.83