CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Financial Synergies Wealth Advisors, Inc.'s Holding History (CIK: 0002017868)

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

Q4 2025
Shares 7,727 Value ($000) $4,427 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 2,810 Value ($000) $1,341 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,794 Value ($000) $1,085 Avg Close $330.84 Range $264.29 - $386.62
Q1 2024
Shares 286 Value ($000) $105 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 8 Value ($000) $2 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 284 Value ($000) $78 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 183 Value ($000) $45 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 182 Value ($000) $42 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 8 Value ($000) $2 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 10 Value ($000) $2 Avg Close $197.29 Range $164.98 - $221.91