CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Buck Wealth Strategies, LLC's Holding History (CIK: 0001973259)

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

Q4 2025
Shares 3,051 Value ($000) $1,748 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,354 Value ($000) $1,123 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,364 Value ($000) $530 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 3,097 Value ($000) $1,021 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,124 Value ($000) $770 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,272 Value ($000) $498 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,985 Value ($000) $661 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 29,107 Value ($000) $10,666 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,082 Value ($000) $615 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 2,137 Value ($000) $584 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 259 Value ($000) $64 Avg Close $213.76 Range $195.84 - $240.81
Q3 2022
Shares 858 Value ($000) $234 Avg Close $172.21 Range $151.58 - $189.11