CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wealth Dimensions Group, Ltd.'s Holding History (CIK: 0001846462)

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

Q4 2025
Shares 1,081 Value ($000) $619 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,071 Value ($000) $511 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,080 Value ($000) $419 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 994 Value ($000) $328 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 941 Value ($000) $341 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 782 Value ($000) $306 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 819 Value ($000) $273 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 889 Value ($000) $326 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 902 Value ($000) $267 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,131 Value ($000) $309 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,208 Value ($000) $297 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,115 Value ($000) $255 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,059 Value ($000) $254 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 1,154 Value ($000) $206 Avg Close $197.29 Range $164.98 - $221.91