CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BlackDiamond Wealth Management Inc.'s Holding History (CIK: 0001903059)

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

Q4 2025

Shares 658 Value ($000) $489 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 654 Value ($000) $312 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 626 Value ($000) $245 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 553 Value ($000) $200 Avg Close $381.74 Range $351.93 - $412.27

Q4 2022

Shares 1,003 Value ($000) $251 Avg Close $206.59 Range $156.72 - $232.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	658	$489	$555.50	$469.79 - $627.50
Q3 2025	654	$312	$425.39	$381.75 - $483.95
Q2 2025	626	$245	$330.84	$264.29 - $386.62
Q4 2024	553	$200	$381.74	$351.93 - $412.27
Q4 2022	1,003	$251	$206.59	$156.72 - $232.83