CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Consilium Wealth Advisory, LLC's Holding History (CIK: 0001904906)

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

Q4 2025
Shares 1,068 Value ($000) $612 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,068 Value ($000) $510 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,081 Value ($000) $420 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,100 Value ($000) $363 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,081 Value ($000) $392 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,079 Value ($000) $422 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,079 Value ($000) $359 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,079 Value ($000) $395 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,109 Value ($000) $328 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,078 Value ($000) $294 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,078 Value ($000) $265 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,077 Value ($000) $247 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,077 Value ($000) $258 Avg Close $206.59 Range $156.72 - $232.83
Q1 2022
Shares 1,076 Value ($000) $240 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,092 Value ($000) $226 Avg Close $186.69 Range $173.30 - $200.95