CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Legacy Trust's Holding History (CIK: 0001772483)

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

Q4 2025
Shares 1,706 Value ($000) $977 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,873 Value ($000) $894 Avg Close $425.39 Range $381.75 - $483.95
Q3 2024
Shares 525 Value ($000) $205 Avg Close $338.69 Range $301.40 - $389.91
Q4 2023
Shares 1,001 Value ($000) $296 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 1,001 Value ($000) $273 Avg Close $261.47 Range $229.25 - $283.47
Q2 2023
Shares 1,001 Value ($000) $246 Avg Close $213.76 Range $195.84 - $240.81
Q1 2023
Shares 1,054 Value ($000) $241 Avg Close $230.59 Range $201.84 - $253.98
Q4 2022
Shares 1,054 Value ($000) $252 Avg Close $206.59 Range $156.72 - $232.83