CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Ethos Financial Group, LLC's Holding History (CIK: 0001954242)

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

Q4 2025
Shares 3,180 Value ($000) $1,822 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,614 Value ($000) $1,724 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 2,504 Value ($000) $972 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 5,526 Value ($000) $1,910 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 1,263 Value ($000) $460 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 754 Value ($000) $295 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 727 Value ($000) $0 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 735 Value ($000) $0 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 713 Value ($000) $0 Avg Close $251.22 Range $216.95 - $290.10