CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Fortress Wealth Group, LLC's Holding History (CIK: 0001862067)

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

Q4 2025
Shares 2,690 Value ($000) $1,575 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,690 Value ($000) $1,575 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,608 Value ($000) $1,131 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,549 Value ($000) $783 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,655 Value ($000) $960 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,436 Value ($000) $952 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,641 Value ($000) $909 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,308 Value ($000) $812 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,991 Value ($000) $582 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 777 Value ($000) $209 Avg Close $261.47 Range $229.25 - $283.47
Q2 2021
Shares 920 Value ($000) $200 Avg Close $211.85 Range $188.71 - $226.53