CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

WCG Wealth Advisors LLC's Holding History (CIK: 0001855713)

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

Q4 2025

Shares 13,380 Value ($000) $7,665 Avg Close $555.50 Range $469.79 - $627.50

Q3 2022

Shares 2,803 Value ($000) $460 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 2,731 Value ($000) $488 Avg Close $197.29 Range $164.98 - $221.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,380	$7,665	$555.50	$469.79 - $627.50
Q3 2022	2,803	$460	$172.21	$151.58 - $189.11
Q2 2022	2,731	$488	$197.29	$164.98 - $221.91