CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 45,409 Value ($000) $26,014 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 44,595 Value ($000) $21,279 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 41,441 Value ($000) $16,088 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 44,115 Value ($000) $14,549 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 37,804 Value ($000) $13,714 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 36,510 Value ($000) $14,280 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 37,673 Value ($000) $12,549 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 37,139 Value ($000) $13,609 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 35,082 Value ($000) $10,373 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 34,550 Value ($000) $9,432 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 32,642 Value ($000) $8,032 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 30,311 Value ($000) $6,936 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 30,040 Value ($000) $7,196 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 27,886 Value ($000) $4,576 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 25,085 Value ($000) $4,484 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 23,258 Value ($000) $5,182 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 17,610 Value ($000) $3,641 Avg Close $186.69 Range $173.30 - $200.95