CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

REUTER JAMES WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001894484)

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

Q4 2025

Shares 17,573 Value ($000) $10,067 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 17,808 Value ($000) $8,497 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 17,926 Value ($000) $6,959 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 18,088 Value ($000) $5,965 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 18,108 Value ($000) $6,569 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 18,635 Value ($000) $7,288 Avg Close $338.69 Range $301.40 - $389.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	17,573	$10,067	$555.50	$469.79 - $627.50
Q3 2025	17,808	$8,497	$425.39	$381.75 - $483.95
Q2 2025	17,926	$6,959	$330.84	$264.29 - $386.62
Q1 2025	18,088	$5,965	$351.95	$315.09 - $404.98
Q4 2024	18,108	$6,569	$381.74	$351.93 - $412.27
Q3 2024	18,635	$7,288	$338.69	$301.40 - $389.91