CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Nova R Wealth, Inc.'s Holding History (CIK: 0001729457)

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

Q4 2025

Shares 583 Value ($000) $334 Avg Close $555.50 Range $469.79 - $627.50

Q2 2025

Shares 583 Value ($000) $226 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 582 Value ($000) $211 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 582 Value ($000) $228 Avg Close $338.69 Range $301.40 - $389.91

Q1 2024

Shares 588 Value ($000) $215 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	583	$334	$555.50	$469.79 - $627.50
Q2 2025	583	$226	$330.84	$264.29 - $386.62
Q4 2024	582	$211	$381.74	$351.93 - $412.27
Q3 2024	582	$228	$338.69	$301.40 - $389.91
Q1 2024	588	$215	$311.07	$268.51 - $357.70