CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Diversify Advisory Services, LLC's Holding History (CIK: 0002021232)

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

Q4 2025
Shares 4,111 Value ($000) $2,660 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,679 Value ($000) $2,099 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 3,434 Value ($000) $1,417 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,423 Value ($000) $745 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,543 Value ($000) $893 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 2,980 Value ($000) $1,158 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 2,941 Value ($000) $959 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 2,547 Value ($000) $926 Avg Close $311.07 Range $268.51 - $357.70