CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Legacy Advisors, LLC's Holding History (CIK: 0001720969)

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

Q4 2025

Shares 976 Value ($000) $559 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 953 Value ($000) $455 Avg Close $425.39 Range $381.75 - $483.95

Q1 2025

Shares 3,426 Value ($000) $1,130 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 3,115 Value ($000) $1,130 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,115 Value ($000) $1,218 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 2,708 Value ($000) $902 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,426 Value ($000) $1,622 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,637 Value ($000) $1,667 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 4,822 Value ($000) $1,316 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 1,868 Value ($000) $460 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 1,805 Value ($000) $413 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 1,736 Value ($000) $416 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 1,449 Value ($000) $238 Avg Close $172.21 Range $151.58 - $189.11

Q4 2019

Shares 2,597 Value ($000) $384 Avg Close $123.01 Range $102.69 - $131.46

Q2 2019

Shares 345 Value ($000) $47 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 345 Value ($000) $47 Avg Close $114.61 Range $103.38 - $123.15

Q3 2018

Shares 345 Value ($000) $53 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 345 Value ($000) $47 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 345 Value ($000) $52 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 345 Value ($000) $54 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 345 Value ($000) $43 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 345 Value ($000) $37 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 345 Value ($000) $32 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 345 Value ($000) $31 Avg Close $73.74 Range $65.47 - $79.39

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	976	$559	$555.50	$469.79 - $627.50
Q3 2025	953	$455	$425.39	$381.75 - $483.95
Q1 2025	3,426	$1,130	$351.95	$315.09 - $404.98
Q4 2024	3,115	$1,130	$381.74	$351.93 - $412.27
Q3 2024	3,115	$1,218	$338.69	$301.40 - $389.91
Q2 2024	2,708	$902	$338.69	$308.78 - $372.10
Q1 2024	4,426	$1,622	$311.07	$268.51 - $357.70
Q4 2023	5,637	$1,667	$251.22	$216.95 - $290.10
Q3 2023	4,822	$1,316	$261.47	$229.25 - $283.47
Q2 2023	1,868	$460	$213.76	$195.84 - $240.81
Q1 2023	1,805	$413	$230.59	$201.84 - $253.98
Q4 2022	1,736	$416	$206.59	$156.72 - $232.83
Q3 2022	1,449	$238	$172.21	$151.58 - $189.11
Q4 2019	2,597	$384	$123.01	$102.69 - $131.46
Q2 2019	345	$47	$114.70	$103.20 - $125.83
Q1 2019	345	$47	$114.61	$103.38 - $123.15
Q3 2018	345	$53	$120.51	$110.40 - $134.53
Q2 2018	345	$47	$126.53	$112.48 - $137.00
Q1 2018	345	$52	$133.07	$120.49 - $146.01
Q4 2017	345	$54	$116.31	$103.45 - $133.20
Q3 2017	345	$43	$96.02	$87.71 - $104.79
Q2 2017	345	$37	$84.05	$74.79 - $89.64
Q1 2017	345	$32	$77.69	$74.24 - $81.74
Q4 2016	345	$31	$73.74	$65.47 - $79.39