CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Safeguard Investment Advisory Group, LLC's Holding History (CIK: 0001846711)

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

Q4 2025

Shares 517 Value ($000) $296 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 611 Value ($000) $292 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 636 Value ($000) $246 Avg Close $330.84 Range $264.29 - $386.62

Q4 2020

Shares 424 Value ($000) $77 Avg Close $153.98 Range $129.92 - $167.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	517	$296	$555.50	$469.79 - $627.50
Q3 2025	611	$292	$425.39	$381.75 - $483.95
Q2 2025	636	$246	$330.84	$264.29 - $386.62
Q4 2020	424	$77	$153.98	$129.92 - $167.14