CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

TD PRIVATE CLIENT WEALTH LLC's Holding History (CIK: 0001551017)

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

Q4 2025

Shares 5,107 Value ($000) $2,926 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,457 Value ($000) $1,173 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,463 Value ($000) $956 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 3,020 Value ($000) $996 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 2,951 Value ($000) $1,071 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,003 Value ($000) $1,175 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 3,202 Value ($000) $1,067 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,084 Value ($000) $1,130 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,994 Value ($000) $1,181 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,789 Value ($000) $1,580 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,791 Value ($000) $1,671 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 7,629 Value ($000) $1,746 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 7,943 Value ($000) $1,903 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 7,934 Value ($000) $1,302 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 7,552 Value ($000) $1,350 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 8,059 Value ($000) $1,796 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 8,519 Value ($000) $1,761 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 8,799 Value ($000) $1,689 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 8,874 Value ($000) $1,931 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 7,888 Value ($000) $1,829 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 8,351 Value ($000) $1,520 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 8,322 Value ($000) $1,241 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 7,148 Value ($000) $904 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 4,387 Value ($000) $509 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 3,926 Value ($000) $580 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,107	$2,926	$555.50	$469.79 - $627.50
Q3 2025	2,457	$1,173	$425.39	$381.75 - $483.95
Q2 2025	2,463	$956	$330.84	$264.29 - $386.62
Q1 2025	3,020	$996	$351.95	$315.09 - $404.98
Q4 2024	2,951	$1,071	$381.74	$351.93 - $412.27
Q3 2024	3,003	$1,175	$338.69	$301.40 - $389.91
Q2 2024	3,202	$1,067	$338.69	$308.78 - $372.10
Q1 2024	3,084	$1,130	$311.07	$268.51 - $357.70
Q4 2023	3,994	$1,181	$251.22	$216.95 - $290.10
Q3 2023	5,789	$1,580	$261.47	$229.25 - $283.47
Q2 2023	6,791	$1,671	$213.76	$195.84 - $240.81
Q1 2023	7,629	$1,746	$230.59	$201.84 - $253.98
Q4 2022	7,943	$1,903	$206.59	$156.72 - $232.83
Q3 2022	7,934	$1,302	$172.21	$151.58 - $189.11
Q2 2022	7,552	$1,350	$197.29	$164.98 - $221.91
Q1 2022	8,059	$1,796	$195.46	$167.60 - $214.37
Q4 2021	8,519	$1,761	$186.69	$173.30 - $200.95
Q3 2021	8,799	$1,689	$192.08	$172.62 - $206.58
Q2 2021	8,874	$1,931	$211.85	$188.71 - $226.53
Q1 2021	7,888	$1,829	$189.09	$163.90 - $217.37
Q4 2020	8,351	$1,520	$153.98	$129.92 - $167.14
Q3 2020	8,322	$1,241	$126.81	$112.24 - $141.22
Q2 2020	7,148	$904	$106.19	$89.90 - $125.54
Q1 2020	4,387	$509	$113.38	$77.78 - $132.89
Q4 2019	3,926	$580	$123.01	$102.69 - $131.46