CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Beaird Harris Wealth Management, LLC's Holding History (CIK: 0001908938)

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

Q4 2025
Shares 673 Value ($000) $386 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 810 Value ($000) $386 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 707 Value ($000) $274 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 583 Value ($000) $192 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 583 Value ($000) $211 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 529 Value ($000) $207 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 583 Value ($000) $194 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 583 Value ($000) $214 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 562 Value ($000) $166 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 554 Value ($000) $151 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 500 Value ($000) $123 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 500 Value ($000) $114 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 531 Value ($000) $127 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 500 Value ($000) $82 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 500 Value ($000) $89 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 165 Value ($000) $37 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 152 Value ($000) $31 Avg Close $186.69 Range $173.30 - $200.95