CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SAGESPRING WEALTH PARTNERS, LLC's Holding History (CIK: 0002056425)

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

Q4 2025
Shares 19,761 Value ($000) $11,320 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 21,264 Value ($000) $10,146 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 21,140 Value ($000) $8,207 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 20,495 Value ($000) $6,759 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 19,539 Value ($000) $7,088 Avg Close $381.74 Range $351.93 - $412.27