CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Crown Wealth Group, LLC's Holding History (CIK: 0001845698)

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

Q4 2025
Shares 1,022 Value ($000) $585 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 954 Value ($000) $455 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 841 Value ($000) $326 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 867 Value ($000) $286 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 854 Value ($000) $310 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 839 Value ($000) $328 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 854 Value ($000) $284 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 832 Value ($000) $305 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 796 Value ($000) $235 Avg Close $251.22 Range $216.95 - $290.10
Q4 2022
Shares 970 Value ($000) $232 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 907 Value ($000) $202 Avg Close $195.46 Range $167.60 - $214.37