CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SURIENCE PRIVATE WEALTH LLC's Holding History (CIK: 0001900195)

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

Q4 2025
Shares 7,251 Value ($000) $4,154 Avg Close $555.50 Range $469.79 - $627.50
Q3 2023
Shares 13,198 Value ($000) $3,603 Avg Close $261.47 Range $229.25 - $283.47