CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

O'Brien Wealth Partners LLC's Holding History (CIK: 0001689874)

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

Q4 2025

Shares 2,535 Value ($000) $1,452 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,535 Value ($000) $1,210 Avg Close $425.39 Range $381.75 - $483.95

Q3 2018

Shares 145 Value ($000) $22 Avg Close $120.51 Range $110.40 - $134.53

Q1 2018

Shares 145 Value ($000) $21 Avg Close $133.07 Range $120.49 - $146.01

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,535	$1,452	$555.50	$469.79 - $627.50
Q3 2025	2,535	$1,210	$425.39	$381.75 - $483.95
Q3 2018	145	$22	$120.51	$110.40 - $134.53
Q1 2018	145	$21	$133.07	$120.49 - $146.01