CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Destiny Wealth Partners, LLC's Holding History (CIK: 0001844369)

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

Q4 2025
Shares 754 Value ($000) $479 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 754 Value ($000) $360 Avg Close $425.39 Range $381.75 - $483.95
Q4 2022
Shares 33 Value ($000) $8 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 33 Value ($000) $5 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 33 Value ($000) $6 Avg Close $197.29 Range $164.98 - $221.91
Q4 2021
Shares 200 Value ($000) $41 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 200 Value ($000) $38 Avg Close $192.08 Range $172.62 - $206.58
Q1 2021
Shares 200 Value ($000) $46 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 200 Value ($000) $36 Avg Close $153.98 Range $129.92 - $167.14