CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

First Citizens Financial Corp's Holding History (CIK: 0001800597)

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

Q4 2025

Shares 3,669 Value ($000) $2,102 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,670 Value ($000) $1,751 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 3,661 Value ($000) $1,421 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 3,661 Value ($000) $1,207 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 3,701 Value ($000) $1,343 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 3,759 Value ($000) $1,470 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 3,790 Value ($000) $1,262 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,798 Value ($000) $1,392 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,795 Value ($000) $1,122 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 3,795 Value ($000) $1,036 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 3,795 Value ($000) $934 Avg Close $213.76 Range $195.84 - $240.81

Q4 2022

Shares 2,415 Value ($000) $1 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 2,435 Value ($000) $400 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,454 Value ($000) $439 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 2,454 Value ($000) $547 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 2,454 Value ($000) $507 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 2,466 Value ($000) $473 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 2,743 Value ($000) $597 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 2,743 Value ($000) $636 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 2,791 Value ($000) $508 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 2,216 Value ($000) $331 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 2,192 Value ($000) $277 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 2,134 Value ($000) $248 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 2,583 Value ($000) $381 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,669	$2,102	$555.50	$469.79 - $627.50
Q3 2025	3,670	$1,751	$425.39	$381.75 - $483.95
Q2 2025	3,661	$1,421	$330.84	$264.29 - $386.62
Q1 2025	3,661	$1,207	$351.95	$315.09 - $404.98
Q4 2024	3,701	$1,343	$381.74	$351.93 - $412.27
Q3 2024	3,759	$1,470	$338.69	$301.40 - $389.91
Q2 2024	3,790	$1,262	$338.69	$308.78 - $372.10
Q1 2024	3,798	$1,392	$311.07	$268.51 - $357.70
Q4 2023	3,795	$1,122	$251.22	$216.95 - $290.10
Q3 2023	3,795	$1,036	$261.47	$229.25 - $283.47
Q2 2023	3,795	$934	$213.76	$195.84 - $240.81
Q4 2022	2,415	$1	$206.59	$156.72 - $232.83
Q3 2022	2,435	$400	$172.21	$151.58 - $189.11
Q2 2022	2,454	$439	$197.29	$164.98 - $221.91
Q1 2022	2,454	$547	$195.46	$167.60 - $214.37
Q4 2021	2,454	$507	$186.69	$173.30 - $200.95
Q3 2021	2,466	$473	$192.08	$172.62 - $206.58
Q2 2021	2,743	$597	$211.85	$188.71 - $226.53
Q1 2021	2,743	$636	$189.09	$163.90 - $217.37
Q4 2020	2,791	$508	$153.98	$129.92 - $167.14
Q3 2020	2,216	$331	$126.81	$112.24 - $141.22
Q2 2020	2,192	$277	$106.19	$89.90 - $125.54
Q1 2020	2,134	$248	$113.38	$77.78 - $132.89
Q4 2019	2,583	$381	$123.01	$102.69 - $131.46