CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

KMG FIDUCIARY PARTNERS, LLC's Holding History (CIK: 0001773205)

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

Q4 2025

Shares 8,199 Value ($000) $4,697 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 9,125 Value ($000) $4,354 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 9,115 Value ($000) $3,539 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 8,884 Value ($000) $2,930 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 4,090 Value ($000) $1,484 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 10,412 Value ($000) $4,072 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 10,176 Value ($000) $3,390 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 10,019 Value ($000) $3,671 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 18,314 Value ($000) $5,415 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 18,311 Value ($000) $4,999 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 17,915 Value ($000) $4,408 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 16,149 Value ($000) $3,696 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 15,501 Value ($000) $3,714 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 14,619 Value ($000) $2,399 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 14,058 Value ($000) $2,513 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 13,409 Value ($000) $2,988 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 10,492 Value ($000) $2,169 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 2,237 Value ($000) $429 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 1,792 Value ($000) $390 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 1,567 Value ($000) $363 Avg Close $189.09 Range $163.90 - $217.37

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,199	$4,697	$555.50	$469.79 - $627.50
Q3 2025	9,125	$4,354	$425.39	$381.75 - $483.95
Q2 2025	9,115	$3,539	$330.84	$264.29 - $386.62
Q1 2025	8,884	$2,930	$351.95	$315.09 - $404.98
Q4 2024	4,090	$1,484	$381.74	$351.93 - $412.27
Q3 2024	10,412	$4,072	$338.69	$301.40 - $389.91
Q2 2024	10,176	$3,390	$338.69	$308.78 - $372.10
Q1 2024	10,019	$3,671	$311.07	$268.51 - $357.70
Q4 2023	18,314	$5,415	$251.22	$216.95 - $290.10
Q3 2023	18,311	$4,999	$261.47	$229.25 - $283.47
Q2 2023	17,915	$4,408	$213.76	$195.84 - $240.81
Q1 2023	16,149	$3,696	$230.59	$201.84 - $253.98
Q4 2022	15,501	$3,714	$206.59	$156.72 - $232.83
Q3 2022	14,619	$2,399	$172.21	$151.58 - $189.11
Q2 2022	14,058	$2,513	$197.29	$164.98 - $221.91
Q1 2022	13,409	$2,988	$195.46	$167.60 - $214.37
Q4 2021	10,492	$2,169	$186.69	$173.30 - $200.95
Q3 2021	2,237	$429	$192.08	$172.62 - $206.58
Q2 2021	1,792	$390	$211.85	$188.71 - $226.53
Q1 2021	1,567	$363	$189.09	$163.90 - $217.37