CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Fort Point Capital Partners LLC's Holding History (CIK: 0001589282)

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

Q4 2025

Shares 3,914 Value ($000) $2,533 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,875 Value ($000) $1,849 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 6,275 Value ($000) $2,436 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 6,311 Value ($000) $2,081 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 6,553 Value ($000) $2,377 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 7,037 Value ($000) $2,752 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 6,928 Value ($000) $2,308 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 6,891 Value ($000) $2,525 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 7,237 Value ($000) $2,140 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 6,878 Value ($000) $1,878 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 6,428 Value ($000) $1,582 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,210 Value ($000) $1,421 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,034 Value ($000) $1,446 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 6,109 Value ($000) $1,002 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 6,173 Value ($000) $1,104 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 6,450 Value ($000) $1,437 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 6,415 Value ($000) $1,326 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 6,415 Value ($000) $1,232 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 3,893 Value ($000) $847 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 3,961 Value ($000) $918 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,247 Value ($000) $773 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 6,863 Value ($000) $1,024 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 7,131 Value ($000) $902 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 4,185 Value ($000) $486 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 4,350 Value ($000) $642 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 4,325 Value ($000) $546 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 4,457 Value ($000) $607 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 4,565 Value ($000) $619 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 5,100 Value ($000) $648 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 6,676 Value ($000) $1,018 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 7,256 Value ($000) $984 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 8,926 Value ($000) $1,316 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 6,388 Value ($000) $1,007 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 6,498 Value ($000) $810 Avg Close $96.02 Range $87.71 - $104.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,914	$2,533	$555.50	$469.79 - $627.50
Q3 2025	3,875	$1,849	$425.39	$381.75 - $483.95
Q2 2025	6,275	$2,436	$330.84	$264.29 - $386.62
Q1 2025	6,311	$2,081	$351.95	$315.09 - $404.98
Q4 2024	6,553	$2,377	$381.74	$351.93 - $412.27
Q3 2024	7,037	$2,752	$338.69	$301.40 - $389.91
Q2 2024	6,928	$2,308	$338.69	$308.78 - $372.10
Q1 2024	6,891	$2,525	$311.07	$268.51 - $357.70
Q4 2023	7,237	$2,140	$251.22	$216.95 - $290.10
Q3 2023	6,878	$1,878	$261.47	$229.25 - $283.47
Q2 2023	6,428	$1,582	$213.76	$195.84 - $240.81
Q1 2023	6,210	$1,421	$230.59	$201.84 - $253.98
Q4 2022	6,034	$1,446	$206.59	$156.72 - $232.83
Q3 2022	6,109	$1,002	$172.21	$151.58 - $189.11
Q2 2022	6,173	$1,104	$197.29	$164.98 - $221.91
Q1 2022	6,450	$1,437	$195.46	$167.60 - $214.37
Q4 2021	6,415	$1,326	$186.69	$173.30 - $200.95
Q3 2021	6,415	$1,232	$192.08	$172.62 - $206.58
Q2 2021	3,893	$847	$211.85	$188.71 - $226.53
Q1 2021	3,961	$918	$189.09	$163.90 - $217.37
Q4 2020	4,247	$773	$153.98	$129.92 - $167.14
Q3 2020	6,863	$1,024	$126.81	$112.24 - $141.22
Q2 2020	7,131	$902	$106.19	$89.90 - $125.54
Q1 2020	4,185	$486	$113.38	$77.78 - $132.89
Q4 2019	4,350	$642	$123.01	$102.69 - $131.46
Q3 2019	4,325	$546	$111.09	$97.87 - $122.22
Q2 2019	4,457	$607	$114.70	$103.20 - $125.83
Q1 2019	4,565	$619	$114.61	$103.38 - $123.15
Q4 2018	5,100	$648	$111.50	$96.19 - $135.93
Q3 2018	6,676	$1,018	$120.51	$110.40 - $134.53
Q2 2018	7,256	$984	$126.53	$112.48 - $137.00
Q1 2018	8,926	$1,316	$133.07	$120.49 - $146.01
Q4 2017	6,388	$1,007	$116.31	$103.45 - $133.20
Q3 2017	6,498	$810	$96.02	$87.71 - $104.79