CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 13,311 Value ($000) $7,626 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 13,252 Value ($000) $6,323 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,321 Value ($000) $1,678 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,332 Value ($000) $1,429 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 5,169 Value ($000) $1,875 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 5,159 Value ($000) $2,018 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,838 Value ($000) $1,612 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,791 Value ($000) $1,389 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,225 Value ($000) $954 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 3,179 Value ($000) $868 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 2,870 Value ($000) $706 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 2,860 Value ($000) $654 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 2,869 Value ($000) $687 Avg Close $206.59 Range $156.72 - $232.83