CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Alliance Wealth Advisors, LLC's Holding History (CIK: 0001849724)

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

Q4 2025

Shares 496 Value ($000) $284 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 496 Value ($000) $237 Avg Close $425.39 Range $381.75 - $483.95

Q4 2020

Shares 1,517 Value ($000) $276 Avg Close $153.98 Range $129.92 - $167.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	496	$284	$555.50	$469.79 - $627.50
Q3 2025	496	$237	$425.39	$381.75 - $483.95
Q4 2020	1,517	$276	$153.98	$129.92 - $167.14