CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CFC Planning Co LLC's Holding History (CIK: 0001854428)

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

Q4 2025

Shares 6,566 Value ($000) $3,761 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 6,315 Value ($000) $3,013 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 5,982 Value ($000) $2,322 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 5,198 Value ($000) $1,714 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 4,841 Value ($000) $1,756 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,566	$3,761	$555.50	$469.79 - $627.50
Q3 2025	6,315	$3,013	$425.39	$381.75 - $483.95
Q2 2025	5,982	$2,322	$330.84	$264.29 - $386.62
Q1 2025	5,198	$1,714	$351.95	$315.09 - $404.98
Q4 2024	4,841	$1,756	$381.74	$351.93 - $412.27