CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

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

Q4 2025
Shares 22,420 Value ($000) $12,844 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 21,816 Value ($000) $10,410 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 19,984 Value ($000) $7,758 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 25,176 Value ($000) $8,303 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 20,706 Value ($000) $7,511 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 20,157 Value ($000) $7,884 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 20,477 Value ($000) $6,821 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 21,832 Value ($000) $8,000 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 21,343 Value ($000) $6,310 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 17,785 Value ($000) $4,856 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 7,811 Value ($000) $1,873 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 7,437 Value ($000) $1,702 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 7,341 Value ($000) $1,759 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 8,744 Value ($000) $1,434 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 10,928 Value ($000) $1,954 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 8,431 Value ($000) $1,879 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 10,124 Value ($000) $2,094 Avg Close $186.69 Range $173.30 - $200.95