CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Opal Wealth Advisors, LLC's Holding History (CIK: 0001844201)

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

Q4 2025
Shares 1,760 Value ($000) $1,008 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,755 Value ($000) $838 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,885 Value ($000) $732 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,705 Value ($000) $562 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,771 Value ($000) $643 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,656 Value ($000) $648 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,700 Value ($000) $566 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,130 Value ($000) $781 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,490 Value ($000) $736 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,461 Value ($000) $672 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,359 Value ($000) $580 Avg Close $213.76 Range $195.84 - $240.81