CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Wealthquest Corp's Holding History (CIK: 0001632968)

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

Q4 2025

Shares 369 Value ($000) $211 Avg Close $555.50 Range $469.79 - $627.50

Q1 2021

Shares 1,065 Value ($000) $246 Avg Close $189.09 Range $163.90 - $217.37

Q4 2019

Shares 1,529 Value ($000) $225 Avg Close $123.01 Range $102.69 - $131.46

Q2 2019

Shares 1,504 Value ($000) $204 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 1,504 Value ($000) $203 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 1,654 Value ($000) $210 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	369	$211	$555.50	$469.79 - $627.50
Q1 2021	1,065	$246	$189.09	$163.90 - $217.37
Q4 2019	1,529	$225	$123.01	$102.69 - $131.46
Q2 2019	1,504	$204	$114.70	$103.20 - $125.83
Q1 2019	1,504	$203	$114.61	$103.38 - $123.15
Q4 2018	1,654	$210	$111.50	$96.19 - $135.93