CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 3,520 Value ($000) $2,017 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,689 Value ($000) $1,283 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,617 Value ($000) $1,016 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,562 Value ($000) $845 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,206 Value ($000) $800 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,478 Value ($000) $969 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,538 Value ($000) $845 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 650 Value ($000) $238 Avg Close $311.07 Range $268.51 - $357.70