CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Retirement Planning Group, LLC's Holding History (CIK: 0001508195)

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

Q4 2025

Shares 2,283 Value ($000) $1,308 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,217 Value ($000) $1,058 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 1,421 Value ($000) $551 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 1,406 Value ($000) $464 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,580 Value ($000) $573 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 1,233 Value ($000) $482 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 1,103 Value ($000) $367 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 1,381 Value ($000) $506 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 1,381 Value ($000) $408 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 992 Value ($000) $271 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 992 Value ($000) $244 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 992 Value ($000) $227 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 992 Value ($000) $238 Avg Close $206.59 Range $156.72 - $232.83

Q1 2022

Shares 992 Value ($000) $221 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 992 Value ($000) $205 Avg Close $186.69 Range $173.30 - $200.95

Q2 2015

Shares 2,739 Value ($000) $232 Avg Close $65.86 Range $60.39 - $68.73

Q1 2015

Shares 3,270 Value ($000) $262 Avg Close $63.13 Range $59.48 - $69.69

Q4 2014

Shares 4,214 Value ($000) $386 Avg Close $73.34 Range $66.42 - $80.82

Q3 2014

Shares 4,210 Value ($000) $417 Avg Close $79.29 Range $73.57 - $83.32

Q2 2014

Shares 4,414 Value ($000) $480 Avg Close $78.02 Range $73.19 - $81.73

Q1 2014

Shares 4,410 Value ($000) $438 Avg Close $69.69 Range $63.53 - $74.44

Q4 2013

Shares 4,406 Value ($000) $400 Avg Close $62.67 Range $60.17 - $67.37

Q3 2013

Shares 4,527 Value ($000) $378 Avg Close $61.64 Range $58.99 - $64.50

Q2 2013

Shares 4,521 Value ($000) $373 Avg Close $61.55 Range $57.61 - $65.73

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,283	$1,308	$555.50	$469.79 - $627.50
Q3 2025	2,217	$1,058	$425.39	$381.75 - $483.95
Q2 2025	1,421	$551	$330.84	$264.29 - $386.62
Q1 2025	1,406	$464	$351.95	$315.09 - $404.98
Q4 2024	1,580	$573	$381.74	$351.93 - $412.27
Q3 2024	1,233	$482	$338.69	$301.40 - $389.91
Q2 2024	1,103	$367	$338.69	$308.78 - $372.10
Q1 2024	1,381	$506	$311.07	$268.51 - $357.70
Q4 2023	1,381	$408	$251.22	$216.95 - $290.10
Q3 2023	992	$271	$261.47	$229.25 - $283.47
Q2 2023	992	$244	$213.76	$195.84 - $240.81
Q1 2023	992	$227	$230.59	$201.84 - $253.98
Q4 2022	992	$238	$206.59	$156.72 - $232.83
Q1 2022	992	$221	$195.46	$167.60 - $214.37
Q4 2021	992	$205	$186.69	$173.30 - $200.95
Q2 2015	2,739	$232	$65.86	$60.39 - $68.73
Q1 2015	3,270	$262	$63.13	$59.48 - $69.69
Q4 2014	4,214	$386	$73.34	$66.42 - $80.82
Q3 2014	4,210	$417	$79.29	$73.57 - $83.32
Q2 2014	4,414	$480	$78.02	$73.19 - $81.73
Q1 2014	4,410	$438	$69.69	$63.53 - $74.44
Q4 2013	4,406	$400	$62.67	$60.17 - $67.37
Q3 2013	4,527	$378	$61.64	$58.99 - $64.50
Q2 2013	4,521	$373	$61.55	$57.61 - $65.73