CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Palumbo Wealth Management LLC's Holding History (CIK: 0001846310)

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

Q4 2025
Shares 2,668 Value ($000) $1,528 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,665 Value ($000) $1,232 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 2,615 Value ($000) $863 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,554 Value ($000) $926 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,557 Value ($000) $1,000 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,579 Value ($000) $859 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,570 Value ($000) $942 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,631 Value ($000) $778 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,641 Value ($000) $721 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,643 Value ($000) $650 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 6,300 Value ($000) $1,442 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 6,123 Value ($000) $1,467 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 5,973 Value ($000) $980 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 5,821 Value ($000) $1,041 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 5,788 Value ($000) $1,290 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 5,708 Value ($000) $1,180 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 5,374 Value ($000) $1,032 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 5,956 Value ($000) $1,296 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 5,753 Value ($000) $1,334 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 5,490 Value ($000) $999 Avg Close $153.98 Range $129.92 - $167.14