CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 6,670 Value ($000) $3,821 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 6,951 Value ($000) $3,317 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 7,177 Value ($000) $2,786 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 7,077 Value ($000) $2,334 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 6,752 Value ($000) $2,449 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 6,721 Value ($000) $2,629 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 6,816 Value ($000) $2,270 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 6,941 Value ($000) $2,543 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 7,561 Value ($000) $2,236 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 7,631 Value ($000) $2,083 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 7,786 Value ($000) $1,916 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 7,611 Value ($000) $1,742 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 7,695 Value ($000) $1,843 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 7,580 Value ($000) $1,243 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 7,410 Value ($000) $1,324 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 6,680 Value ($000) $1,466 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 4,646 Value ($000) $964 Avg Close $186.69 Range $173.30 - $200.95