CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JOURNEY STRATEGIC WEALTH LLC's Holding History (CIK: 0001909316)

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

Q4 2025
Shares 4,944 Value ($000) $2,832 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,051 Value ($000) $2,410 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,148 Value ($000) $1,999 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,639 Value ($000) $1,200 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,667 Value ($000) $1,330 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,782 Value ($000) $1,479 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,049 Value ($000) $1,016 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,958 Value ($000) $718 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 922 Value ($000) $273 Avg Close $251.22 Range $216.95 - $290.10
Q1 2023
Shares 1,811 Value ($000) $415 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,874 Value ($000) $449 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,778 Value ($000) $293 Avg Close $172.21 Range $151.58 - $189.11
Q1 2022
Shares 1,648 Value ($000) $367 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,550 Value ($000) $320 Avg Close $186.69 Range $173.30 - $200.95