CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Leo Wealth, LLC's Holding History (CIK: 0001912202)

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

Q4 2025

Shares 1,504 Value ($000) $861 Avg Close $555.50 Range $469.79 - $627.50

Q2 2025

Shares 1,299 Value ($000) $504 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 1,293 Value ($000) $469 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 1,390 Value ($000) $544 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 1,613 Value ($000) $532 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 3,669 Value ($000) $1,335 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 3,646 Value ($000) $1,211 Avg Close $251.22 Range $216.95 - $290.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,504	$861	$555.50	$469.79 - $627.50
Q2 2025	1,299	$504	$330.84	$264.29 - $386.62
Q4 2024	1,293	$469	$381.74	$351.93 - $412.27
Q3 2024	1,390	$544	$338.69	$301.40 - $389.91
Q2 2024	1,613	$532	$338.69	$308.78 - $372.10
Q1 2024	3,669	$1,335	$311.07	$268.51 - $357.70
Q4 2023	3,646	$1,211	$251.22	$216.95 - $290.10