CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SAGE PRIVATE WEALTH GROUP, LLC's Holding History (CIK: 0001845635)

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

Q4 2025

Shares 400 Value ($000) $229 Avg Close $555.50 Range $469.79 - $627.50

Q3 2022

Shares 400 Value ($000) $66 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 400 Value ($000) $72 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 400 Value ($000) $89 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 400 Value ($000) $82 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 400 Value ($000) $77 Avg Close $192.08 Range $172.62 - $206.58

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	400	$229	$555.50	$469.79 - $627.50
Q3 2022	400	$66	$172.21	$151.58 - $189.11
Q2 2022	400	$72	$197.29	$164.98 - $221.91
Q1 2022	400	$89	$195.46	$167.60 - $214.37
Q4 2021	400	$82	$186.69	$173.30 - $200.95
Q3 2021	400	$77	$192.08	$172.62 - $206.58