CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Jessup Wealth Management, Inc's Holding History (CIK: 0001963536)

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

Q4 2025
Shares 694 Value ($000) $397 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 694 Value ($000) $331 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 694 Value ($000) $269 Avg Close $330.84 Range $264.29 - $386.62
Q3 2023
Shares 1,174 Value ($000) $321 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,169 Value ($000) $288 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,164 Value ($000) $266 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,159 Value ($000) $278 Avg Close $206.59 Range $156.72 - $232.83