CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 21,725 Value ($000) $12,445 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 12,888 Value ($000) $6,150 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 10,730 Value ($000) $4,165 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 14,916 Value ($000) $4,919 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 12,917 Value ($000) $4,686 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 16,178 Value ($000) $6,328 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 11,694 Value ($000) $3,895 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 13,980 Value ($000) $5,123 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 13,721 Value ($000) $3,914 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 12,653 Value ($000) $3,454 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 10,763 Value ($000) $2,648 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 11,311 Value ($000) $2,588 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 8,869 Value ($000) $2 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 9,156 Value ($000) $1,502 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 12,151 Value ($000) $2,172 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 15,354 Value ($000) $3,444 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 18,936 Value ($000) $3,916 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 20,004 Value ($000) $3,843 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 74,169 Value ($000) $16,144 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 72,678 Value ($000) $16,727 Avg Close $189.09 Range $163.90 - $217.37