CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Perfromance Wealth Partners, LLC's Holding History (CIK: 0001908765)

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

Q4 2025
Shares 2,273 Value ($000) $1,302 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,595 Value ($000) $1,715 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,581 Value ($000) $1,390 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,391 Value ($000) $1,118 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,526 Value ($000) $1,279 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,547 Value ($000) $1,387 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,425 Value ($000) $1,141 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 19,500 Value ($000) $7,145 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 18,696 Value ($000) $5,528 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 20,178 Value ($000) $5,509 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 17,791 Value ($000) $4,356 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 14,582 Value ($000) $3,337 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 10,645 Value ($000) $2,550 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 10,323 Value ($000) $1,694 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 9,503 Value ($000) $1,699 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 9,104 Value ($000) $2,028 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 7,459 Value ($000) $1,542 Avg Close $186.69 Range $173.30 - $200.95