CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Compass Wealth Management LLC's Holding History (CIK: 0001965653)

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

Q1 2025
Shares 159 Value ($000) $52 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 159 Value ($000) $58 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 159 Value ($000) $62 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 159 Value ($000) $53 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 165 Value ($000) $60 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 165 Value ($000) $49 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 165 Value ($000) $45 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 165 Value ($000) $41 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 165 Value ($000) $38 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 165 Value ($000) $40 Avg Close $206.59 Range $156.72 - $232.83