CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 5,335 Value ($000) $3,057 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 10,308 Value ($000) $4,918 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 10,225 Value ($000) $3,969 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 10,217 Value ($000) $3,370 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 9,907 Value ($000) $3,594 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 8,847 Value ($000) $3,460 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 7,723 Value ($000) $2,573 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 7,520 Value ($000) $2,755 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,122 Value ($000) $1,810 Avg Close $251.22 Range $216.95 - $290.10