CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Holding History (CIK: 0002006637)

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

Q4 2025
Shares 33,770 Value ($000) $19,346 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 33,945 Value ($000) $16,197 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 33,847 Value ($000) $13,140 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 33,258 Value ($000) $10,968 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 33,273 Value ($000) $12,070 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 33,036 Value ($000) $12,921 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 32,118 Value ($000) $10,698 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 33,076 Value ($000) $12,120 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 33,083 Value ($000) $9,782 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 33,397 Value ($000) $9,117 Avg Close $261.47 Range $229.25 - $283.47