CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MinichMacGregor Wealth Management, LLC's Holding History (CIK: 0001744318)

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

Q4 2025

Shares 425 Value ($000) $244 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 793 Value ($000) $379 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 890 Value ($000) $346 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 911 Value ($000) $300 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,327 Value ($000) $481 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 1,226 Value ($000) $479 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 1,198 Value ($000) $399 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 1,146 Value ($000) $417 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 1,042 Value ($000) $308 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 953 Value ($000) $260 Avg Close $261.47 Range $229.25 - $283.47

Q4 2022

Shares 757 Value ($000) $181 Avg Close $206.59 Range $156.72 - $232.83

Q4 2018

Shares 2,501 Value ($000) $312 Avg Close $111.50 Range $96.19 - $135.93

Q3 2018

Shares 1,115 Value ($000) $169 Avg Close $120.51 Range $110.40 - $134.53

Q2 2018

Shares 1,116 Value ($000) $152 Avg Close $126.53 Range $112.48 - $137.00

Q1 2018

Shares 1,113 Value ($000) $164 Avg Close $133.07 Range $120.49 - $146.01

Q4 2017

Shares 1,115 Value ($000) $175 Avg Close $116.31 Range $103.45 - $133.20

Q3 2017

Shares 1,097 Value ($000) $136 Avg Close $96.02 Range $87.71 - $104.79

Q2 2017

Shares 1,551 Value ($000) $166 Avg Close $84.05 Range $74.79 - $89.64

Q1 2017

Shares 1,543 Value ($000) $143 Avg Close $77.69 Range $74.24 - $81.74

Q4 2016

Shares 1,364 Value ($000) $126 Avg Close $73.74 Range $65.47 - $79.39

Q3 2016

Shares 1,634 Value ($000) $145 Avg Close $66.01 Range $58.78 - $71.89

Q2 2016

Shares 1,626 Value ($000) $123 Avg Close $59.82 Range $55.25 - $64.10

Q1 2016

Shares 1,614 Value ($000) $123 Avg Close $53.06 Range $44.66 - $61.22

Q4 2015

Shares 1,573 Value ($000) $134 Avg Close $54.58 Range $48.84 - $59.43

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	425	$244	$555.50	$469.79 - $627.50
Q3 2025	793	$379	$425.39	$381.75 - $483.95
Q2 2025	890	$346	$330.84	$264.29 - $386.62
Q1 2025	911	$300	$351.95	$315.09 - $404.98
Q4 2024	1,327	$481	$381.74	$351.93 - $412.27
Q3 2024	1,226	$479	$338.69	$301.40 - $389.91
Q2 2024	1,198	$399	$338.69	$308.78 - $372.10
Q1 2024	1,146	$417	$311.07	$268.51 - $357.70
Q4 2023	1,042	$308	$251.22	$216.95 - $290.10
Q3 2023	953	$260	$261.47	$229.25 - $283.47
Q4 2022	757	$181	$206.59	$156.72 - $232.83
Q4 2018	2,501	$312	$111.50	$96.19 - $135.93
Q3 2018	1,115	$169	$120.51	$110.40 - $134.53
Q2 2018	1,116	$152	$126.53	$112.48 - $137.00
Q1 2018	1,113	$164	$133.07	$120.49 - $146.01
Q4 2017	1,115	$175	$116.31	$103.45 - $133.20
Q3 2017	1,097	$136	$96.02	$87.71 - $104.79
Q2 2017	1,551	$166	$84.05	$74.79 - $89.64
Q1 2017	1,543	$143	$77.69	$74.24 - $81.74
Q4 2016	1,364	$126	$73.74	$65.47 - $79.39
Q3 2016	1,634	$145	$66.01	$58.78 - $71.89
Q2 2016	1,626	$123	$59.82	$55.25 - $64.10
Q1 2016	1,614	$123	$53.06	$44.66 - $61.22
Q4 2015	1,573	$134	$54.58	$48.84 - $59.43