CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Whalen Wealth Management Inc.'s Holding History (CIK: 0001894447)

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

Q4 2025

Shares 2,531 Value ($000) $1,450 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 503 Value ($000) $240 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 758 Value ($000) $294 Avg Close $330.84 Range $264.29 - $386.62

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,531	$1,450	$555.50	$469.79 - $627.50
Q3 2025	503	$240	$425.39	$381.75 - $483.95
Q2 2025	758	$294	$330.84	$264.29 - $386.62