CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Colonial River Wealth Management, LLC's Holding History (CIK: 0001845859)

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

Q4 2025
Shares 1,441 Value ($000) $826 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 605 Value ($000) $289 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 714 Value ($000) $292 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 739 Value ($000) $244 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 735 Value ($000) $267 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 734 Value ($000) $287 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 740 Value ($000) $246 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 734 Value ($000) $269 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 765 Value ($000) $226 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,004 Value ($000) $274 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,371 Value ($000) $337 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,376 Value ($000) $315 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,411 Value ($000) $338 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,534 Value ($000) $252 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,805 Value ($000) $323 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,999 Value ($000) $445 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,806 Value ($000) $373 Avg Close $186.69 Range $173.30 - $200.95
Q2 2021
Shares 1,580 Value ($000) $344 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,581 Value ($000) $367 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 2,108 Value ($000) $415 Avg Close $153.98 Range $129.92 - $167.14