CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Partnership Wealth Management, LLC's Holding History (CIK: 0002010656)

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

Q3 2024

Shares 88 Value ($000) $34 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 88 Value ($000) $29 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 88 Value ($000) $32 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 88 Value ($000) $26 Avg Close $251.22 Range $216.95 - $290.10

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2024	88	$34	$338.69	$301.40 - $389.91
Q2 2024	88	$29	$338.69	$308.78 - $372.10
Q1 2024	88	$32	$311.07	$268.51 - $357.70
Q4 2023	88	$26	$251.22	$216.95 - $290.10