CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Portside Wealth Group, LLC's Holding History (CIK: 0001978608)

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

Q4 2025
Shares 3,880 Value ($000) $2,223 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,835 Value ($000) $1,830 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,576 Value ($000) $1,777 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,239 Value ($000) $1,398 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 4,554 Value ($000) $1,652 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 3,811 Value ($000) $1,491 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 4,637 Value ($000) $1,545 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 4,698 Value ($000) $1,721 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 3,784 Value ($000) $1,119 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 6,049 Value ($000) $1,647 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 6,041 Value ($000) $1,487 Avg Close $213.76 Range $195.84 - $240.81