CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Lakeridge Wealth Management LLC's Holding History (CIK: 0002012028)

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

Q4 2025
Shares 1,783 Value ($000) $1,022 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,761 Value ($000) $840 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,771 Value ($000) $688 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,770 Value ($000) $584 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,726 Value ($000) $626 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,722 Value ($000) $674 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,729 Value ($000) $576 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,713 Value ($000) $628 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 2,039 Value ($000) $603 Avg Close $251.22 Range $216.95 - $290.10