CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Summit Wealth Group, LLC's Holding History (CIK: 0001802865)

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

Q4 2025

Shares 461 Value ($000) $264 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 445 Value ($000) $212 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 812 Value ($000) $0 Avg Close $330.84 Range $264.29 - $386.62

Q1 2023

Shares 121,056 Value ($000) $0 Avg Close $230.59 Range $201.84 - $253.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	461	$264	$555.50	$469.79 - $627.50
Q3 2025	445	$212	$425.39	$381.75 - $483.95
Q2 2025	812	$0	$330.84	$264.29 - $386.62
Q1 2023	121,056	$0	$230.59	$201.84 - $253.98