CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SOA Wealth Advisors, LLC.'s Holding History (CIK: 0001849444)

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

Q4 2025
Shares 818 Value ($000) $468 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 800 Value ($000) $382 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 745 Value ($000) $289 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 315 Value ($000) $104 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 233 Value ($000) $85 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 156 Value ($000) $61 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 106 Value ($000) $35 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 109 Value ($000) $40 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 105 Value ($000) $31 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 204 Value ($000) $56 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 425 Value ($000) $105 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 238 Value ($000) $54 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 336 Value ($000) $80 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 334 Value ($000) $54 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 332 Value ($000) $59 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 436 Value ($000) $97 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 434 Value ($000) $89 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 432 Value ($000) $83 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 430 Value ($000) $93 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 427 Value ($000) $99 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 426 Value ($000) $84 Avg Close $153.98 Range $129.92 - $167.14