CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SMART Wealth LLC's Holding History (CIK: 0002044723)

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

Q4 2025
Shares 739 Value ($000) $424 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 739 Value ($000) $353 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 908 Value ($000) $352 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 2,531 Value ($000) $835 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 2,274 Value ($000) $825 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,418 Value ($000) $555 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 806 Value ($000) $268 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 742 Value ($000) $272 Avg Close $311.07 Range $268.51 - $357.70