CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

South Shore Capital Advisors's Holding History (CIK: 0001852993)

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

Q4 2025

Shares 794 Value ($000) $455 Avg Close $555.50 Range $469.79 - $627.50

Q1 2022

Shares 980 Value ($000) $218 Avg Close $195.46 Range $167.60 - $214.37

Q1 2021

Shares 1,221 Value ($000) $283 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 525 Value ($000) $222 Avg Close $153.98 Range $129.92 - $167.14

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	794	$455	$555.50	$469.79 - $627.50
Q1 2022	980	$218	$195.46	$167.60 - $214.37
Q1 2021	1,221	$283	$189.09	$163.90 - $217.37
Q4 2020	525	$222	$153.98	$129.92 - $167.14