CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 18,177 Value ($000) $10,413 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 17,237 Value ($000) $8,225 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 16,373 Value ($000) $6,356 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 15,535 Value ($000) $5,123 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 23,193 Value ($000) $8,414 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 22,322 Value ($000) $8,731 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 23,321 Value ($000) $7,768 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 21,482 Value ($000) $7,871 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 11,583 Value ($000) $3,425 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 10,702 Value ($000) $2,922 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 9,666 Value ($000) $2,378 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 9,241 Value ($000) $2,115 Avg Close $230.59 Range $201.84 - $253.98