CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

YARGER WEALTH STRATEGIES, LLC's Holding History (CIK: 0001908607)

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

Q4 2025

Shares 656 Value ($000) $376 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 649 Value ($000) $310 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 628 Value ($000) $244 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 578 Value ($000) $210 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 564 Value ($000) $220 Avg Close $338.69 Range $301.40 - $389.91

Q1 2024

Shares 550 Value ($000) $201 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	656	$376	$555.50	$469.79 - $627.50
Q3 2025	649	$310	$425.39	$381.75 - $483.95
Q2 2025	628	$244	$330.84	$264.29 - $386.62
Q4 2024	578	$210	$381.74	$351.93 - $412.27
Q3 2024	564	$220	$338.69	$301.40 - $389.91
Q1 2024	550	$201	$311.07	$268.51 - $357.70