CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Coastal Bridge Advisors, LLC's Holding History (CIK: 0001665976)

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

Q4 2025

Shares 1,819 Value ($000) $1,042 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,824 Value ($000) $870 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 1,634 Value ($000) $634 Avg Close $330.84 Range $264.29 - $386.62

Q1 2024

Shares 743 Value ($000) $272 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 743 Value ($000) $220 Avg Close $251.22 Range $216.95 - $290.10

Q3 2017

Shares 2,000 Value ($000) $249 Avg Close $96.02 Range $87.71 - $104.79

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,819	$1,042	$555.50	$469.79 - $627.50
Q3 2025	1,824	$870	$425.39	$381.75 - $483.95
Q2 2025	1,634	$634	$330.84	$264.29 - $386.62
Q1 2024	743	$272	$311.07	$268.51 - $357.70
Q4 2023	743	$220	$251.22	$216.95 - $290.10
Q3 2017	2,000	$249	$96.02	$87.71 - $104.79