CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Western Financial Corp/CA's Holding History (CIK: 0001954480)

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

Q4 2024

Shares 1,194 Value ($000) $433 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 1,010 Value ($000) $395 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 991 Value ($000) $330 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 1,008 Value ($000) $369 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 803 Value ($000) $238 Avg Close $251.22 Range $216.95 - $290.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2024	1,194	$433	$381.74	$351.93 - $412.27
Q3 2024	1,010	$395	$338.69	$301.40 - $389.91
Q2 2024	991	$330	$338.69	$308.78 - $372.10
Q1 2024	1,008	$369	$311.07	$268.51 - $357.70
Q4 2023	803	$238	$251.22	$216.95 - $290.10