CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Semus Wealth Partners LLC's Holding History (CIK: 0001964775)

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

Q4 2025
Shares 455 Value ($000) $261 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 454 Value ($000) $217 Avg Close $425.39 Range $381.75 - $483.95
Q1 2025
Shares 646 Value ($000) $213 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 644 Value ($000) $234 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 645 Value ($000) $252 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 639 Value ($000) $213 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 627 Value ($000) $230 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 690 Value ($000) $204 Avg Close $251.22 Range $216.95 - $290.10