CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SHELTON WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001903883)

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

Q4 2025

Shares 414 Value ($000) $237 Avg Close $555.50 Range $469.79 - $627.50

Q2 2024

Shares 892 Value ($000) $297 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 2,512 Value ($000) $921 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 1,842 Value ($000) $545 Avg Close $251.22 Range $216.95 - $290.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	414	$237	$555.50	$469.79 - $627.50
Q2 2024	892	$297	$338.69	$308.78 - $372.10
Q1 2024	2,512	$921	$311.07	$268.51 - $357.70
Q4 2023	1,842	$545	$251.22	$216.95 - $290.10