CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025

Shares 427 Value ($000) $245 Avg Close $555.50 Range $469.79 - $627.50

Q4 2020

Shares 17,600 Value ($000) $3,204 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 17,600 Value ($000) $2,625 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 17,600 Value ($000) $2,226 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 17,600 Value ($000) $2,042 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 17,600 Value ($000) $2,599 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 17,660 Value ($000) $2,231 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 17,660 Value ($000) $2,407 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 17,660 Value ($000) $2,393 Avg Close $114.61 Range $103.38 - $123.15

Q4 2018

Shares 17,660 Value ($000) $2,244 Avg Close $111.50 Range $96.19 - $135.93

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	427	$245	$555.50	$469.79 - $627.50
Q4 2020	17,600	$3,204	$153.98	$129.92 - $167.14
Q3 2020	17,600	$2,625	$126.81	$112.24 - $141.22
Q2 2020	17,600	$2,226	$106.19	$89.90 - $125.54
Q1 2020	17,600	$2,042	$113.38	$77.78 - $132.89
Q4 2019	17,600	$2,599	$123.01	$102.69 - $131.46
Q3 2019	17,660	$2,231	$111.09	$97.87 - $122.22
Q2 2019	17,660	$2,407	$114.70	$103.20 - $125.83
Q1 2019	17,660	$2,393	$114.61	$103.38 - $123.15
Q4 2018	17,660	$2,244	$111.50	$96.19 - $135.93