CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Swisher Financial Concepts, Inc.'s Holding History (CIK: 0001947503)

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

Q4 2025

Shares 378 Value ($000) $217 Avg Close $555.50 Range $469.79 - $627.50

Q2 2025

Shares 528 Value ($000) $205 Avg Close $330.84 Range $264.29 - $386.62

Q3 2024

Shares 643 Value ($000) $0 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 693 Value ($000) $0 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 693 Value ($000) $0 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	378	$217	$555.50	$469.79 - $627.50
Q2 2025	528	$205	$330.84	$264.29 - $386.62
Q3 2024	643	$0	$338.69	$301.40 - $389.91
Q2 2024	693	$0	$338.69	$308.78 - $372.10
Q1 2024	693	$0	$311.07	$268.51 - $357.70