CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

TRITONPOINT WEALTH, LLC's Holding History (CIK: 0002008171)

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

Q4 2025
Shares 10,627 Value ($000) $6,088 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 11,121 Value ($000) $5,306 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 10,406 Value ($000) $4,040 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 10,659 Value ($000) $3,515 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 10,569 Value ($000) $3,834 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 10,711 Value ($000) $4,189 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 10,612 Value ($000) $3,535 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 10,696 Value ($000) $3,234 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 12,535 Value ($000) $3,706 Avg Close $251.22 Range $216.95 - $290.10