CATERPILLAR INC

CUSIP: 149123BE0 Class: FIXED

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2024
Shares 20,000 Value ($000) $24 Avg Close — Range —
Q3 2024
Shares 20,000 Value ($000) $26 Avg Close — Range —