CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Archvest Wealth Advisors, Inc.'s Holding History (CIK: 0001910174)

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

Q4 2025
Shares 500 Value ($000) $286 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 475 Value ($000) $227 Avg Close $425.39 Range $381.75 - $483.95