CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

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

Q4 2025
Shares 4,612 Value ($000) $2,642 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 4,719 Value ($000) $2,252 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,173 Value ($000) $1,620 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,779 Value ($000) $1,246 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 3,662 Value ($000) $1,328 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,806 Value ($000) $1,489 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 3,668 Value ($000) $1,222 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 3,584 Value ($000) $1,313 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,631 Value ($000) $1,074 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 11,985 Value ($000) $3,272 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 11,423 Value ($000) $2,811 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 11,300 Value ($000) $2,586 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 10,898 Value ($000) $2,611 Avg Close $206.59 Range $156.72 - $232.83