CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wallace Advisory Group, LLC's Holding History (CIK: 0001932645)

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

Q3 2025
Shares 1,079 Value ($000) $419 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,242 Value ($000) $410 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,386 Value ($000) $503 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 992 Value ($000) $388 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 906 Value ($000) $302 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 932 Value ($000) $310 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 934 Value ($000) $276 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,054 Value ($000) $288 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,152 Value ($000) $283 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,177 Value ($000) $269 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,177 Value ($000) $269 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,193 Value ($000) $286 Avg Close $206.59 Range $156.72 - $232.83