CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's Holding History (CIK: 0001632972)

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

Q4 2025

Shares 157,290 Value ($000) $98,540 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 158,970 Value ($000) $77,372 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 154,811 Value ($000) $61,593 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 191,640 Value ($000) $63,202 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 163,070 Value ($000) $59,155 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 134,491 Value ($000) $52,602 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 105,872 Value ($000) $35,266 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 89,183 Value ($000) $32,679 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 90,128 Value ($000) $26,648 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 123,436 Value ($000) $33,698 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 8,637 Value ($000) $2,125 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 8,632 Value ($000) $1,975 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 3,549 Value ($000) $928 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 3,257 Value ($000) $578 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 3,095 Value ($000) $554 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 31,199 Value ($000) $6,888 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 29,318 Value ($000) $5,975 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 17,713 Value ($000) $3,536 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 3,082 Value ($000) $652 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 3,043 Value ($000) $702 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 3,028 Value ($000) $589 Avg Close $153.98 Range $129.92 - $167.14

Q2 2018

Shares 7,927 Value ($000) $1,117 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 1,511 Value ($000) $227 Avg Close $133.07 Range $120.49 - $146.01

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	157,290	$98,540	$555.50	$469.79 - $627.50
Q3 2025	158,970	$77,372	$425.39	$381.75 - $483.95
Q2 2025	154,811	$61,593	$330.84	$264.29 - $386.62
Q1 2025	191,640	$63,202	$351.95	$315.09 - $404.98
Q4 2024	163,070	$59,155	$381.74	$351.93 - $412.27
Q3 2024	134,491	$52,602	$338.69	$301.40 - $389.91
Q2 2024	105,872	$35,266	$338.69	$308.78 - $372.10
Q1 2024	89,183	$32,679	$311.07	$268.51 - $357.70
Q4 2023	90,128	$26,648	$251.22	$216.95 - $290.10
Q3 2023	123,436	$33,698	$261.47	$229.25 - $283.47
Q2 2023	8,637	$2,125	$213.76	$195.84 - $240.81
Q1 2023	8,632	$1,975	$230.59	$201.84 - $253.98
Q4 2022	3,549	$928	$206.59	$156.72 - $232.83
Q3 2022	3,257	$578	$172.21	$151.58 - $189.11
Q2 2022	3,095	$554	$197.29	$164.98 - $221.91
Q1 2022	31,199	$6,888	$195.46	$167.60 - $214.37
Q4 2021	29,318	$5,975	$186.69	$173.30 - $200.95
Q3 2021	17,713	$3,536	$192.08	$172.62 - $206.58
Q2 2021	3,082	$652	$211.85	$188.71 - $226.53
Q1 2021	3,043	$702	$189.09	$163.90 - $217.37
Q4 2020	3,028	$589	$153.98	$129.92 - $167.14
Q2 2018	7,927	$1,117	$126.53	$112.48 - $137.00
Q1 2018	1,511	$227	$133.07	$120.49 - $146.01