CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Moran Wealth Management, LLC's Holding History (CIK: 0001965334)

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

Q4 2025
Shares 55,630 Value ($000) $31,869 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 59,357 Value ($000) $28,322 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 60,362 Value ($000) $23,433 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 61,230 Value ($000) $20,194 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 54,878 Value ($000) $19,908 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 55,199 Value ($000) $21,589 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 55,310 Value ($000) $18,424 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 54,778 Value ($000) $20,072 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 54,649 Value ($000) $16,158 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 56,070 Value ($000) $15,307 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 56,390 Value ($000) $13,875 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 59,229 Value ($000) $13,554 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 57,122 Value ($000) $13,684 Avg Close $206.59 Range $156.72 - $232.83