CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

New Age Alpha Advisors, LLC's Holding History (CIK: 0001764807)

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

Q4 2025

Shares 13,550 Value ($000) $7,762 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 18,603 Value ($000) $8,876 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 20,032 Value ($000) $7,777 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 20,474 Value ($000) $6,752 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 27,753 Value ($000) $10,068 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,550	$7,762	$555.50	$469.79 - $627.50
Q3 2025	18,603	$8,876	$425.39	$381.75 - $483.95
Q2 2025	20,032	$7,777	$330.84	$264.29 - $386.62
Q1 2025	20,474	$6,752	$351.95	$315.09 - $404.98
Q4 2024	27,753	$10,068	$381.74	$351.93 - $412.27