CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Leverty Financial Group, LLC's Holding History (CIK: 0001908386)

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

Q4 2025

Shares 670 Value ($000) $384 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 630 Value ($000) $300 Avg Close $425.39 Range $381.75 - $483.95

Q4 2021

Shares 32 Value ($000) $6 Avg Close $186.69 Range $173.30 - $200.95

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	670	$384	$555.50	$469.79 - $627.50
Q3 2025	630	$300	$425.39	$381.75 - $483.95
Q4 2021	32	$6	$186.69	$173.30 - $200.95