CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

IAM Advisory, LLC's Holding History (CIK: 0001825292)

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

Q1 2024

Shares 3,984 Value ($000) $1,460 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,939 Value ($000) $1,165 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 4,030 Value ($000) $1,100 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 4,035 Value ($000) $993 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 4,052 Value ($000) $927 Avg Close $230.59 Range $201.84 - $253.98

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2024	3,984	$1,460	$311.07	$268.51 - $357.70
Q4 2023	3,939	$1,165	$251.22	$216.95 - $290.10
Q3 2023	4,030	$1,100	$261.47	$229.25 - $283.47
Q2 2023	4,035	$993	$213.76	$195.84 - $240.81
Q1 2023	4,052	$927	$230.59	$201.84 - $253.98