CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q3 2025
Shares 1,587 Value ($000) $757 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,564 Value ($000) $607 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,553 Value ($000) $512 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,573 Value ($000) $571 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,557 Value ($000) $609 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,556 Value ($000) $518 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,545 Value ($000) $566 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,565 Value ($000) $463 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,637 Value ($000) $447 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,630 Value ($000) $401 Avg Close $213.76 Range $195.84 - $240.81