CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Talisman Wealth Advisors LLC's Holding History (CIK: 0001962685)

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

Q4 2025
Shares 604 Value ($000) $346 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 642 Value ($000) $306 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 642 Value ($000) $249 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 631 Value ($000) $208 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 630 Value ($000) $228 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 649 Value ($000) $254 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 638 Value ($000) $213 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 577 Value ($000) $212 Avg Close $311.07 Range $268.51 - $357.70