CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 9,921 Value ($000) $5,683 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,463 Value ($000) $2,607 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,992 Value ($000) $2,326 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 6,100 Value ($000) $2,012 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 6,100 Value ($000) $2,213 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 6,141 Value ($000) $2,402 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 890 Value ($000) $297 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,006 Value ($000) $369 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 890 Value ($000) $263 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 890 Value ($000) $243 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 590 Value ($000) $145 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 890 Value ($000) $204 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 7,830 Value ($000) $1,943 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 7,197 Value ($000) $1,648 Avg Close $172.21 Range $151.58 - $189.11
Q1 2022
Shares 7,665 Value ($000) $1,614 Avg Close $195.46 Range $167.60 - $214.37