CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Second Half Financial Partners, LLC's Holding History (CIK: 0001946654)

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

Q4 2025
Shares 771 Value ($000) $442 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 771 Value ($000) $368 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 813 Value ($000) $316 Avg Close $330.84 Range $264.29 - $386.62