CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Pinion Investment Advisors, LLC's Holding History (CIK: 0001738738)

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

Q4 2025

Shares 476 Value ($000) $273 Avg Close $555.50 Range $469.79 - $627.50

Q4 2022

Shares 844 Value ($000) $0 Avg Close $206.59 Range $156.72 - $232.83

Q1 2022

Shares 1,068 Value ($000) $238 Avg Close $195.46 Range $167.60 - $214.37

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	476	$273	$555.50	$469.79 - $627.50
Q4 2022	844	$0	$206.59	$156.72 - $232.83
Q1 2022	1,068	$238	$195.46	$167.60 - $214.37