CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CARY STREET PARTNERS FINANCIAL LLC's Holding History (CIK: 0001475045)

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

Q4 2025

Shares 20,117 Value ($000) $11,524 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 17,738 Value ($000) $8,464 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 18,285 Value ($000) $7,099 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 16,694 Value ($000) $5,506 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 15,663 Value ($000) $5,682 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	20,117	$11,524	$555.50	$469.79 - $627.50
Q3 2025	17,738	$8,464	$425.39	$381.75 - $483.95
Q2 2025	18,285	$7,099	$330.84	$264.29 - $386.62
Q1 2025	16,694	$5,506	$351.95	$315.09 - $404.98
Q4 2024	15,663	$5,682	$381.74	$351.93 - $412.27