CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Amplius Wealth Advisors, LLC's Holding History (CIK: 0001900584)

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

Q2 2025

Shares 516 Value ($000) $200 Avg Close $330.84 Range $264.29 - $386.62

Q3 2024

Shares 559 Value ($000) $219 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 601 Value ($000) $200 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 563 Value ($000) $206 Avg Close $311.07 Range $268.51 - $357.70

Q4 2021

Shares 727 Value ($000) $150 Avg Close $186.69 Range $173.30 - $200.95

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	516	$200	$330.84	$264.29 - $386.62
Q3 2024	559	$219	$338.69	$301.40 - $389.91
Q2 2024	601	$200	$338.69	$308.78 - $372.10
Q1 2024	563	$206	$311.07	$268.51 - $357.70
Q4 2021	727	$150	$186.69	$173.30 - $200.95