CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Schrum Private Wealth Management LLC's Holding History (CIK: 0001914987)

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

Q3 2024

Shares 1,096 Value ($000) $429 Avg Close $338.69 Range $301.40 - $389.91

Q1 2024

Shares 548 Value ($000) $201 Avg Close $311.07 Range $268.51 - $357.70

Q1 2022

Shares 1,015 Value ($000) $213 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 1,010 Value ($000) $209 Avg Close $186.69 Range $173.30 - $200.95

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2024	1,096	$429	$338.69	$301.40 - $389.91
Q1 2024	548	$201	$311.07	$268.51 - $357.70
Q1 2022	1,015	$213	$195.46	$167.60 - $214.37
Q4 2021	1,010	$209	$186.69	$173.30 - $200.95