CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001851395)

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

Q4 2025

Shares 806 Value ($000) $462 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 881 Value ($000) $420 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 846 Value ($000) $328 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 783 Value ($000) $258 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 773 Value ($000) $280 Avg Close $381.74 Range $351.93 - $412.27

Q4 2020

Shares 323 Value ($000) $58 Avg Close $153.98 Range $129.92 - $167.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	806	$462	$555.50	$469.79 - $627.50
Q3 2025	881	$420	$425.39	$381.75 - $483.95
Q2 2025	846	$328	$330.84	$264.29 - $386.62
Q1 2025	783	$258	$351.95	$315.09 - $404.98
Q4 2024	773	$280	$381.74	$351.93 - $412.27
Q4 2020	323	$58	$153.98	$129.92 - $167.14