CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Mattern Wealth Management LLC's Holding History (CIK: 0001802376)

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

Q4 2025

Shares 9,808 Value ($000) $5,619 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 9,833 Value ($000) $4,692 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 10,083 Value ($000) $3,914 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 10,103 Value ($000) $3,332 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 9,478 Value ($000) $3,438 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 6,129 Value ($000) $2,397 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 6,150 Value ($000) $2,049 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,700 Value ($000) $2,089 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,699 Value ($000) $1,685 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 5,860 Value ($000) $1,600 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 5,934 Value ($000) $1,460 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 6,135 Value ($000) $1,404 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 6,235 Value ($000) $1,494 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 6,235 Value ($000) $1,023 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 6,225 Value ($000) $1,113 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 6,225 Value ($000) $1,387 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 6,231 Value ($000) $1,288 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 6,331 Value ($000) $1,215 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 6,325 Value ($000) $1,315 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 6,475 Value ($000) $1,501 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 6,375 Value ($000) $1,160 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 6,007 Value ($000) $896 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 6,032 Value ($000) $763 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 5,332 Value ($000) $619 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 4,732 Value ($000) $699 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,808	$5,619	$555.50	$469.79 - $627.50
Q3 2025	9,833	$4,692	$425.39	$381.75 - $483.95
Q2 2025	10,083	$3,914	$330.84	$264.29 - $386.62
Q1 2025	10,103	$3,332	$351.95	$315.09 - $404.98
Q4 2024	9,478	$3,438	$381.74	$351.93 - $412.27
Q3 2024	6,129	$2,397	$338.69	$301.40 - $389.91
Q2 2024	6,150	$2,049	$338.69	$308.78 - $372.10
Q1 2024	5,700	$2,089	$311.07	$268.51 - $357.70
Q4 2023	5,699	$1,685	$251.22	$216.95 - $290.10
Q3 2023	5,860	$1,600	$261.47	$229.25 - $283.47
Q2 2023	5,934	$1,460	$213.76	$195.84 - $240.81
Q1 2023	6,135	$1,404	$230.59	$201.84 - $253.98
Q4 2022	6,235	$1,494	$206.59	$156.72 - $232.83
Q3 2022	6,235	$1,023	$172.21	$151.58 - $189.11
Q2 2022	6,225	$1,113	$197.29	$164.98 - $221.91
Q1 2022	6,225	$1,387	$195.46	$167.60 - $214.37
Q4 2021	6,231	$1,288	$186.69	$173.30 - $200.95
Q3 2021	6,331	$1,215	$192.08	$172.62 - $206.58
Q2 2021	6,325	$1,315	$211.85	$188.71 - $226.53
Q1 2021	6,475	$1,501	$189.09	$163.90 - $217.37
Q4 2020	6,375	$1,160	$153.98	$129.92 - $167.14
Q3 2020	6,007	$896	$126.81	$112.24 - $141.22
Q2 2020	6,032	$763	$106.19	$89.90 - $125.54
Q1 2020	5,332	$619	$113.38	$77.78 - $132.89
Q4 2019	4,732	$699	$123.01	$102.69 - $131.46