CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Canvas Wealth Advisors, LLC's Holding History (CIK: 0001858782)

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

Q4 2025
Shares 1,027 Value ($000) $588 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,020 Value ($000) $508 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,052 Value ($000) $455 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 928 Value ($000) $270 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 913 Value ($000) $331 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 827 Value ($000) $323 Avg Close $338.69 Range $301.40 - $389.91
Q1 2022
Shares 1,121 Value ($000) $239 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,135 Value ($000) $235 Avg Close $186.69 Range $173.30 - $200.95
Q2 2021
Shares 955 Value ($000) $208 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 890 Value ($000) $206 Avg Close $189.09 Range $163.90 - $217.37