CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

PLANNING ALTERNATIVES LTD /ADV's Holding History (CIK: 0000712011)

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

Q4 2025
Shares 1,477 Value ($000) $846 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,427 Value ($000) $681 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,374 Value ($000) $533 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 1,367 Value ($000) $451 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 989 Value ($000) $359 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 987 Value ($000) $386 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 985 Value ($000) $328 Avg Close $338.69 Range $308.78 - $372.10
Q3 2013
Shares 3,500 Value ($000) $292 Avg Close $61.64 Range $58.99 - $64.50
Q2 2013
Shares 5,500 Value ($000) $454 Avg Close $61.55 Range $57.61 - $65.73