CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JPL Wealth Management, LLC's Holding History (CIK: 0002010710)

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

Q4 2025
Shares 12,914 Value ($000) $7,398 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 13,893 Value ($000) $6,629 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 14,225 Value ($000) $5,522 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 13,960 Value ($000) $4,604 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 13,536 Value ($000) $4,910 Avg Close $381.74 Range $351.93 - $412.27
Q2 2024
Shares 10,359 Value ($000) $3,451 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 9,201 Value ($000) $3,371 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 8,093 Value ($000) $2,393 Avg Close $251.22 Range $216.95 - $290.10