CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Activest Wealth Management's Holding History (CIK: 0001883134)

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

Q4 2025
Shares 592 Value ($000) $339 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 177 Value ($000) $84 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 126 Value ($000) $49 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 20 Value ($000) $7 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2 Value ($000) $1 Avg Close $381.74 Range $351.93 - $412.27
Q1 2023
Shares 19 Value ($000) $4 Avg Close $230.59 Range $201.84 - $253.98
Q2 2022
Shares 19 Value ($000) $3 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 19 Value ($000) $4 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 19 Value ($000) $4 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 30 Value ($000) $6 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 63 Value ($000) $14 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 93 Value ($000) $21 Avg Close $189.09 Range $163.90 - $217.37