CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CBIZ Investment Advisory Services, LLC's Holding History (CIK: 0001795934)

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

Q4 2025

Shares 507 Value ($000) $291 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 107 Value ($000) $51 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 98 Value ($000) $38 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 50 Value ($000) $16 Avg Close $351.95 Range $315.09 - $404.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	507	$291	$555.50	$469.79 - $627.50
Q3 2025	107	$51	$425.39	$381.75 - $483.95
Q2 2025	98	$38	$330.84	$264.29 - $386.62
Q1 2025	50	$16	$351.95	$315.09 - $404.98