CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

NewEdge Wealth, LLC's Holding History (CIK: 0001861796)

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

Q4 2025
Shares 8,709 Value ($000) $4,989 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,848 Value ($000) $3,328 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,582 Value ($000) $2,328 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 6,128 Value ($000) $2,021 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 6,412 Value ($000) $2,326 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 5,107 Value ($000) $1,997 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,184 Value ($000) $394 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,679 Value ($000) $899 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,272 Value ($000) $376 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,551 Value ($000) $423 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,594 Value ($000) $392 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,643 Value ($000) $376 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 11,725 Value ($000) $2,809 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 11,642 Value ($000) $1,910 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 8,669 Value ($000) $1,550 Avg Close $197.29 Range $164.98 - $221.91