CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

PLANNING DIRECTIONS INC's Holding History (CIK: 0000821103)

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

Q4 2025

Shares 471 Value ($000) $270 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 470 Value ($000) $224 Avg Close $425.39 Range $381.75 - $483.95

Q2 2024

Shares 637 Value ($000) $212 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 635 Value ($000) $233 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	471	$270	$555.50	$469.79 - $627.50
Q3 2025	470	$224	$425.39	$381.75 - $483.95
Q2 2024	637	$212	$338.69	$308.78 - $372.10
Q1 2024	635	$233	$311.07	$268.51 - $357.70