CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

JACKSON SQUARE CAPITAL, LLC's Holding History (CIK: 0001812178)

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

Q4 2025

Shares 9,432 Value ($000) $5,403 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 9,381 Value ($000) $4,476 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 11,297 Value ($000) $4,386 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 11,361 Value ($000) $3,747 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 16,889 Value ($000) $6,127 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 16,581 Value ($000) $6,485 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 12,399 Value ($000) $4,130 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 12,780 Value ($000) $4,683 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 12,592 Value ($000) $3,723 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 19,948 Value ($000) $5,446 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 16,820 Value ($000) $4,139 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 2,721 Value ($000) $623 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 3,402 Value ($000) $815 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 3,499 Value ($000) $574 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 4,667 Value ($000) $834 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 4,617 Value ($000) $1,029 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 4,652 Value ($000) $962 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 4,794 Value ($000) $920 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 5,461 Value ($000) $1,188 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 5,534 Value ($000) $1,283 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 4,250 Value ($000) $774 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 4,277 Value ($000) $638 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 4,078 Value ($000) $516 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 322 Value ($000) $37 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 6,223 Value ($000) $919 Avg Close $123.01 Range $102.69 - $131.46

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,432	$5,403	$555.50	$469.79 - $627.50
Q3 2025	9,381	$4,476	$425.39	$381.75 - $483.95
Q2 2025	11,297	$4,386	$330.84	$264.29 - $386.62
Q1 2025	11,361	$3,747	$351.95	$315.09 - $404.98
Q4 2024	16,889	$6,127	$381.74	$351.93 - $412.27
Q3 2024	16,581	$6,485	$338.69	$301.40 - $389.91
Q2 2024	12,399	$4,130	$338.69	$308.78 - $372.10
Q1 2024	12,780	$4,683	$311.07	$268.51 - $357.70
Q4 2023	12,592	$3,723	$251.22	$216.95 - $290.10
Q3 2023	19,948	$5,446	$261.47	$229.25 - $283.47
Q2 2023	16,820	$4,139	$213.76	$195.84 - $240.81
Q1 2023	2,721	$623	$230.59	$201.84 - $253.98
Q4 2022	3,402	$815	$206.59	$156.72 - $232.83
Q3 2022	3,499	$574	$172.21	$151.58 - $189.11
Q2 2022	4,667	$834	$197.29	$164.98 - $221.91
Q1 2022	4,617	$1,029	$195.46	$167.60 - $214.37
Q4 2021	4,652	$962	$186.69	$173.30 - $200.95
Q3 2021	4,794	$920	$192.08	$172.62 - $206.58
Q2 2021	5,461	$1,188	$211.85	$188.71 - $226.53
Q1 2021	5,534	$1,283	$189.09	$163.90 - $217.37
Q4 2020	4,250	$774	$153.98	$129.92 - $167.14
Q3 2020	4,277	$638	$126.81	$112.24 - $141.22
Q2 2020	4,078	$516	$106.19	$89.90 - $125.54
Q1 2020	322	$37	$113.38	$77.78 - $132.89
Q4 2019	6,223	$919	$123.01	$102.69 - $131.46