CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Trueblood Wealth Management, LLC's Holding History (CIK: 0002005380)

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

Q4 2025
Shares 5,567 Value ($000) $3,189 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 5,756 Value ($000) $2,747 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 5,914 Value ($000) $2,296 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 6,786 Value ($000) $2,238 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 6,753 Value ($000) $2,450 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 6,551 Value ($000) $2,562 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 6,593 Value ($000) $2,196 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 6,622 Value ($000) $2,426 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 6,765 Value ($000) $2,000 Avg Close $251.22 Range $216.95 - $290.10