CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Dogwood Wealth Management LLC's Holding History (CIK: 0002056922)

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

Q4 2025
Shares 93 Value ($000) $53 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 55 Value ($000) $26 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 53 Value ($000) $21 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,919 Value ($000) $633 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,698 Value ($000) $616 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 1,312 Value ($000) $513 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 1,229 Value ($000) $409 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 981 Value ($000) $359 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 872 Value ($000) $258 Avg Close $251.22 Range $216.95 - $290.10