CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Morton Brown Family Wealth, LLC's Holding History (CIK: 0001909851)

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

Q4 2025
Shares 290 Value ($000) $166 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 290 Value ($000) $138 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 311 Value ($000) $121 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 311 Value ($000) $103 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 290 Value ($000) $105 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 290 Value ($000) $113 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 290 Value ($000) $103 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 290 Value ($000) $106 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 290 Value ($000) $86 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 290 Value ($000) $79 Avg Close $261.47 Range $229.25 - $283.47
Q1 2023
Shares 4 Value ($000) $1 Avg Close $230.59 Range $201.84 - $253.98
Q3 2022
Shares 5 Value ($000) $1 Avg Close $172.21 Range $151.58 - $189.11