CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Cornerstone Planning, LLC's Holding History (CIK: 0001802105)

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

Q4 2025
Shares 7,860 Value ($000) $4,517 Avg Close $555.50 Range $469.79 - $627.50
Q4 2024
Shares 5,505 Value ($000) $1,997 Avg Close $381.74 Range $351.93 - $412.27