CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Balboa Wealth Partners's Holding History (CIK: 0001929008)

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

Q4 2025
Shares 1,391 Value ($000) $797 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,055 Value ($000) $503 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,085 Value ($000) $421 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,434 Value ($000) $473 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,246 Value ($000) $452 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 975 Value ($000) $381 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,006 Value ($000) $335 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 831 Value ($000) $304 Avg Close $311.07 Range $268.51 - $357.70
Q2 2023
Shares 901 Value ($000) $222 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,371 Value ($000) $314 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,642 Value ($000) $393 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,281 Value ($000) $0 Avg Close $172.21 Range $151.58 - $189.11