CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Heritage Wealth Management, Inc.'s Holding History (CIK: 0001944755)

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

Q4 2025

Shares 6,212 Value ($000) $3,559 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 6,321 Value ($000) $3,016 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 6,392 Value ($000) $2,481 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 6,638 Value ($000) $2,189 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 7,075 Value ($000) $2,567 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 7,146 Value ($000) $2,795 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 7,236 Value ($000) $2,376 Avg Close $338.69 Range $308.78 - $372.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,212	$3,559	$555.50	$469.79 - $627.50
Q3 2025	6,321	$3,016	$425.39	$381.75 - $483.95
Q2 2025	6,392	$2,481	$330.84	$264.29 - $386.62
Q1 2025	6,638	$2,189	$351.95	$315.09 - $404.98
Q4 2024	7,075	$2,567	$381.74	$351.93 - $412.27
Q3 2024	7,146	$2,795	$338.69	$301.40 - $389.91
Q2 2024	7,236	$2,376	$338.69	$308.78 - $372.10