CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MOTIVE WEALTH ADVISORS's Holding History (CIK: 0001877093)

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

Q4 2025

Shares 570 Value ($000) $327 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 571 Value ($000) $272 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 577 Value ($000) $224 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 568 Value ($000) $206 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	570	$327	$555.50	$469.79 - $627.50
Q3 2025	571	$272	$425.39	$381.75 - $483.95
Q2 2025	577	$224	$330.84	$264.29 - $386.62
Q4 2024	568	$206	$381.74	$351.93 - $412.27