CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Dakota Wealth Management's Holding History (CIK: 0001631353)

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

Q4 2025

Shares 59,590 Value ($000) $34,137 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 64,046 Value ($000) $30,560 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 75,704 Value ($000) $29,389 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 35,865 Value ($000) $11,828 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 38,581 Value ($000) $13,996 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 38,353 Value ($000) $15,001 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 38,685 Value ($000) $12,886 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 60,792 Value ($000) $22,276 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 53,518 Value ($000) $15,824 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 37,568 Value ($000) $10,256 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 37,313 Value ($000) $9,181 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 66,391 Value ($000) $15,193 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 20,296 Value ($000) $4,862 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 20,493 Value ($000) $3,363 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,394 Value ($000) $428 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 1,819 Value ($000) $405 Avg Close $195.46 Range $167.60 - $214.37

Q4 2020

Shares 6,887 Value ($000) $1,254 Avg Close $153.98 Range $129.92 - $167.14

Q1 2019

Shares 2,272 Value ($000) $308 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 1,331 Value ($000) $203 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 1,331 Value ($000) $203 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 9,790 Value ($000) $1,328 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 2,786 Value ($000) $411 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 2,456 Value ($000) $387 Avg Close $116.31 Range $103.45 - $133.20

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	59,590	$34,137	$555.50	$469.79 - $627.50
Q3 2025	64,046	$30,560	$425.39	$381.75 - $483.95
Q2 2025	75,704	$29,389	$330.84	$264.29 - $386.62
Q1 2025	35,865	$11,828	$351.95	$315.09 - $404.98
Q4 2024	38,581	$13,996	$381.74	$351.93 - $412.27
Q3 2024	38,353	$15,001	$338.69	$301.40 - $389.91
Q2 2024	38,685	$12,886	$338.69	$308.78 - $372.10
Q1 2024	60,792	$22,276	$311.07	$268.51 - $357.70
Q4 2023	53,518	$15,824	$251.22	$216.95 - $290.10
Q3 2023	37,568	$10,256	$261.47	$229.25 - $283.47
Q2 2023	37,313	$9,181	$213.76	$195.84 - $240.81
Q1 2023	66,391	$15,193	$230.59	$201.84 - $253.98
Q4 2022	20,296	$4,862	$206.59	$156.72 - $232.83
Q3 2022	20,493	$3,363	$172.21	$151.58 - $189.11
Q2 2022	2,394	$428	$197.29	$164.98 - $221.91
Q1 2022	1,819	$405	$195.46	$167.60 - $214.37
Q4 2020	6,887	$1,254	$153.98	$129.92 - $167.14
Q1 2019	2,272	$308	$114.61	$103.38 - $123.15
Q4 2018	1,331	$203	$111.50	$96.19 - $135.93
Q3 2018	1,331	$203	$120.51	$110.40 - $134.53
Q2 2018	9,790	$1,328	$126.53	$112.48 - $137.00
Q1 2018	2,786	$411	$133.07	$120.49 - $146.01
Q4 2017	2,456	$387	$116.31	$103.45 - $133.20