CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 952 Value ($000) $546 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,010 Value ($000) $482 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,022 Value ($000) $397 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,011 Value ($000) $334 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 974 Value ($000) $353 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,026 Value ($000) $401 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,049 Value ($000) $349 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,032 Value ($000) $378 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 1,114 Value ($000) $329 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,091 Value ($000) $298 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,088 Value ($000) $268 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 998 Value ($000) $228 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,095 Value ($000) $262 Avg Close $206.59 Range $156.72 - $232.83
Q2 2022
Shares 1,135 Value ($000) $203 Avg Close $197.29 Range $164.98 - $221.91
Q1 2022
Shares 1,155 Value ($000) $258 Avg Close $195.46 Range $167.60 - $214.37
Q4 2021
Shares 1,012 Value ($000) $209 Avg Close $186.69 Range $173.30 - $200.95