CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Impact Partnership Wealth, LLC's Holding History (CIK: 0001984555)

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

Q4 2025
Shares 646 Value ($000) $370 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 627 Value ($000) $299 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 516 Value ($000) $200 Avg Close $330.84 Range $264.29 - $386.62
Q2 2024
Shares 2,143 Value ($000) $714 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 401 Value ($000) $147 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,684 Value ($000) $498 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 638 Value ($000) $174 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 301 Value ($000) $74 Avg Close $213.76 Range $195.84 - $240.81