CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q1 2024
Shares 210 Value ($000) $77 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 495 Value ($000) $147 Avg Close $251.22 Range $216.95 - $290.10