CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Jackson, Grant Investment Advisers, Inc.'s Holding History (CIK: 0001650300)

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

Q4 2025

Shares 500 Value ($000) $286 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 500 Value ($000) $239 Avg Close $425.39 Range $381.75 - $483.95

Q4 2018

Shares 26 Value ($000) $3 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	500	$286	$555.50	$469.79 - $627.50
Q3 2025	500	$239	$425.39	$381.75 - $483.95
Q4 2018	26	$3	$111.50	$96.19 - $135.93