CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

IronBridge Private Wealth, LLC's Holding History (CIK: 0001850996)

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

Q4 2025
Shares 7,328 Value ($000) $3,868 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 7,328 Value ($000) $3,497 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 12,916 Value ($000) $5,014 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 12,665 Value ($000) $4,177 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 13,102 Value ($000) $4,753 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 13,728 Value ($000) $5,369 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 13,655 Value ($000) $4,548 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 13,860 Value ($000) $5,079 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 14,252 Value ($000) $4,214 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 14,441 Value ($000) $3,942 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 13,486 Value ($000) $3,318 Avg Close $213.76 Range $195.84 - $240.81
Q4 2021
Shares 163 Value ($000) $34 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 163 Value ($000) $31 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 163 Value ($000) $35 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 163 Value ($000) $38 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 163 Value ($000) $30 Avg Close $153.98 Range $129.92 - $167.14