CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MBL Wealth, LLC's Holding History (CIK: 0001845785)

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

Q4 2025
Shares 3,245 Value ($000) $1,859 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,235 Value ($000) $1,544 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,071 Value ($000) $804 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,979 Value ($000) $653 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,887 Value ($000) $685 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,051 Value ($000) $802 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,445 Value ($000) $481 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,638 Value ($000) $600 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,808 Value ($000) $535 Avg Close $251.22 Range $216.95 - $290.10
Q1 2022
Shares 1,134 Value ($000) $253 Avg Close $195.46 Range $167.60 - $214.37
Q1 2021
Shares 1,115 Value ($000) $258 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,975 Value ($000) $359 Avg Close $153.98 Range $129.92 - $167.14