CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

World Investment Advisors's Holding History (CIK: 0001652594)

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

Q4 2025

Shares 12,115 Value ($000) $6,940 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 10,868 Value ($000) $5,186 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 10,344 Value ($000) $4,016 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 9,089 Value ($000) $2,998 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 10,327 Value ($000) $3,746 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 4,012 Value ($000) $1,569 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 3,169 Value ($000) $1,056 Avg Close $338.69 Range $308.78 - $372.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,115	$6,940	$555.50	$469.79 - $627.50
Q3 2025	10,868	$5,186	$425.39	$381.75 - $483.95
Q2 2025	10,344	$4,016	$330.84	$264.29 - $386.62
Q1 2025	9,089	$2,998	$351.95	$315.09 - $404.98
Q4 2024	10,327	$3,746	$381.74	$351.93 - $412.27
Q3 2024	4,012	$1,569	$338.69	$301.40 - $389.91
Q2 2024	3,169	$1,056	$338.69	$308.78 - $372.10