CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

49 WEALTH MANAGEMENT, LLC's Holding History (CIK: 0002022291)

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

Q4 2025
Shares 1,483 Value ($000) $850 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,095 Value ($000) $523 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,066 Value ($000) $414 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,013 Value ($000) $334 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 994 Value ($000) $360 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 988 Value ($000) $387 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 738 Value ($000) $243 Avg Close $338.69 Range $308.78 - $372.10