CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q3 2025
Shares 1,982 Value ($000) $946 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,982 Value ($000) $769 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,674 Value ($000) $552 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,674 Value ($000) $607 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,684 Value ($000) $659 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,684 Value ($000) $561 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,684 Value ($000) $617 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,684 Value ($000) $498 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,684 Value ($000) $460 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,684 Value ($000) $414 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,690 Value ($000) $387 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,690 Value ($000) $405 Avg Close $206.59 Range $156.72 - $232.83
Q3 2022
Shares 1,684 Value ($000) $276 Avg Close $172.21 Range $151.58 - $189.11
Q2 2022
Shares 1,684 Value ($000) $301 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 2,343 Value ($000) $522 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 2,343 Value ($000) $484 Avg Close $186.69 Range $173.30 - $200.95
Q3 2021
Shares 2,343 Value ($000) $450 Avg Close $192.08 Range $172.62 - $206.58
Q2 2021
Shares 1,943 Value ($000) $423 Avg Close $211.85 Range $188.71 - $226.53
Q1 2021
Shares 1,943 Value ($000) $451 Avg Close $189.09 Range $163.90 - $217.37
Q4 2020
Shares 1,684 Value ($000) $307 Avg Close $153.98 Range $129.92 - $167.14
Q3 2020
Shares 1,684 Value ($000) $251 Avg Close $126.81 Range $112.24 - $141.22
Q2 2020
Shares 1,684 Value ($000) $213 Avg Close $106.19 Range $89.90 - $125.54
Q4 2019
Shares 1,448 Value ($000) $214 Avg Close $123.01 Range $102.69 - $131.46