CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

1 NORTH WEALTH SERVICES LLC's Holding History (CIK: 0001641761)

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

Q4 2025

Shares 4,373 Value ($000) $2,505 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,502 Value ($000) $2,148 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,443 Value ($000) $1,725 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 4,453 Value ($000) $1,469 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,110 Value ($000) $1,854 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,373	$2,505	$555.50	$469.79 - $627.50
Q3 2025	4,502	$2,148	$425.39	$381.75 - $483.95
Q2 2025	4,443	$1,725	$330.84	$264.29 - $386.62
Q1 2025	4,453	$1,469	$351.95	$315.09 - $404.98
Q4 2024	5,110	$1,854	$381.74	$351.93 - $412.27