CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SAGE RHINO CAPITAL LLC's Holding History (CIK: 0001771605)

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

Q4 2025

Shares 526 Value ($000) $301 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 515 Value ($000) $246 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 518 Value ($000) $201 Avg Close $330.84 Range $264.29 - $386.62

Q3 2024

Shares 554 Value ($000) $217 Avg Close $338.69 Range $301.40 - $389.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	526	$301	$555.50	$469.79 - $627.50
Q3 2025	515	$246	$425.39	$381.75 - $483.95
Q2 2025	518	$201	$330.84	$264.29 - $386.62
Q3 2024	554	$217	$338.69	$301.40 - $389.91