CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Successful Portfolios LLC's Holding History (CIK: 0001721780)

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

Q4 2025

Shares 521 Value ($000) $322 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 424 Value ($000) $202 Avg Close $425.39 Range $381.75 - $483.95

Q3 2024

Shares 549 Value ($000) $215 Avg Close $338.69 Range $301.40 - $389.91

Q1 2024

Shares 703 Value ($000) $258 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 703 Value ($000) $208 Avg Close $251.22 Range $216.95 - $290.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	521	$322	$555.50	$469.79 - $627.50
Q3 2025	424	$202	$425.39	$381.75 - $483.95
Q3 2024	549	$215	$338.69	$301.40 - $389.91
Q1 2024	703	$258	$311.07	$268.51 - $357.70
Q4 2023	703	$208	$251.22	$216.95 - $290.10