CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Carter Financial Group, INC.'s Holding History (CIK: 0001919749)

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

Q4 2025
Shares 366 Value ($000) $210 Avg Close $555.50 Range $469.79 - $627.50
Q2 2025
Shares 637 Value ($000) $247 Avg Close $330.84 Range $264.29 - $386.62