CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

ForthRight Wealth Management, LLC's Holding History (CIK: 0001841633)

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

Q4 2025

Shares 421 Value ($000) $241 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 421 Value ($000) $201 Avg Close $425.39 Range $381.75 - $483.95

Q3 2024

Shares 584 Value ($000) $228 Avg Close $338.69 Range $301.40 - $389.91

Q1 2024

Shares 584 Value ($000) $214 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	421	$241	$555.50	$469.79 - $627.50
Q3 2025	421	$201	$425.39	$381.75 - $483.95
Q3 2024	584	$228	$338.69	$301.40 - $389.91
Q1 2024	584	$214	$311.07	$268.51 - $357.70