CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Bison Wealth, LLC's Holding History (CIK: 0001845251)

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

Q4 2025

Shares 2,327 Value ($000) $1,584 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,270 Value ($000) $1,689 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,854 Value ($000) $1,125 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 2,403 Value ($000) $774 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,512 Value ($000) $549 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,327	$1,584	$555.50	$469.79 - $627.50
Q3 2025	3,270	$1,689	$425.39	$381.75 - $483.95
Q2 2025	2,854	$1,125	$330.84	$264.29 - $386.62
Q1 2025	2,403	$774	$351.95	$315.09 - $404.98
Q4 2024	1,512	$549	$381.74	$351.93 - $412.27