CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Fundamentum, LLC's Holding History (CIK: 0001707206)

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

Q4 2025

Shares 4,707 Value ($000) $2,697 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,588 Value ($000) $2,189 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,555 Value ($000) $1,769 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 4,553 Value ($000) $1,502 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 3,361 Value ($000) $1,219 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,575 Value ($000) $1,398 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 3,482 Value ($000) $1,160 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,392 Value ($000) $1,243 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,241 Value ($000) $958 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 3,366 Value ($000) $919 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 1,881 Value ($000) $463 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 1,702 Value ($000) $389 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 1,792 Value ($000) $429 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 1,920 Value ($000) $315 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,242 Value ($000) $401 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 2,340 Value ($000) $522 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 2,163 Value ($000) $447 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 2,850 Value ($000) $547 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 1,461 Value ($000) $318 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 1,390 Value ($000) $322 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 1,754 Value ($000) $319 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 1,748 Value ($000) $261 Avg Close $126.81 Range $112.24 - $141.22

Q1 2020

Shares 2,042 Value ($000) $237 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 6,554 Value ($000) $968 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 4,512 Value ($000) $570 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 3,650 Value ($000) $497 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 3,194 Value ($000) $433 Avg Close $114.61 Range $103.38 - $123.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,707	$2,697	$555.50	$469.79 - $627.50
Q3 2025	4,588	$2,189	$425.39	$381.75 - $483.95
Q2 2025	4,555	$1,769	$330.84	$264.29 - $386.62
Q1 2025	4,553	$1,502	$351.95	$315.09 - $404.98
Q4 2024	3,361	$1,219	$381.74	$351.93 - $412.27
Q3 2024	3,575	$1,398	$338.69	$301.40 - $389.91
Q2 2024	3,482	$1,160	$338.69	$308.78 - $372.10
Q1 2024	3,392	$1,243	$311.07	$268.51 - $357.70
Q4 2023	3,241	$958	$251.22	$216.95 - $290.10
Q3 2023	3,366	$919	$261.47	$229.25 - $283.47
Q2 2023	1,881	$463	$213.76	$195.84 - $240.81
Q1 2023	1,702	$389	$230.59	$201.84 - $253.98
Q4 2022	1,792	$429	$206.59	$156.72 - $232.83
Q3 2022	1,920	$315	$172.21	$151.58 - $189.11
Q2 2022	2,242	$401	$197.29	$164.98 - $221.91
Q1 2022	2,340	$522	$195.46	$167.60 - $214.37
Q4 2021	2,163	$447	$186.69	$173.30 - $200.95
Q3 2021	2,850	$547	$192.08	$172.62 - $206.58
Q2 2021	1,461	$318	$211.85	$188.71 - $226.53
Q1 2021	1,390	$322	$189.09	$163.90 - $217.37
Q4 2020	1,754	$319	$153.98	$129.92 - $167.14
Q3 2020	1,748	$261	$126.81	$112.24 - $141.22
Q1 2020	2,042	$237	$113.38	$77.78 - $132.89
Q4 2019	6,554	$968	$123.01	$102.69 - $131.46
Q3 2019	4,512	$570	$111.09	$97.87 - $122.22
Q2 2019	3,650	$497	$114.70	$103.20 - $125.83
Q1 2019	3,194	$433	$114.61	$103.38 - $123.15