CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

PKS Advisory Services, LLC's Holding History (CIK: 0001605401)

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

Q4 2025

Shares 517 Value ($000) $296 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 532 Value ($000) $254 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 551 Value ($000) $214 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 556 Value ($000) $202 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	517	$296	$555.50	$469.79 - $627.50
Q3 2025	532	$254	$425.39	$381.75 - $483.95
Q2 2025	551	$214	$330.84	$264.29 - $386.62
Q4 2024	556	$202	$381.74	$351.93 - $412.27