CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

DAYMARK WEALTH PARTNERS, LLC's Holding History (CIK: 0001956824)

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

Q4 2025

Shares 8,631 Value ($000) $4,944 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 8,416 Value ($000) $4,016 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 8,347 Value ($000) $3,240 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 8,450 Value ($000) $2,787 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 128,418 Value ($000) $3,174 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 128,360 Value ($000) $3,390 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 128,254 Value ($000) $2,869 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 127,341 Value ($000) $2,810 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 127,341 Value ($000) $2,291 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 127,672 Value ($000) $2,214 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 7,272 Value ($000) $1,789 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 2,396 Value ($000) $548 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 1,639 Value ($000) $393 Avg Close $206.59 Range $156.72 - $232.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,631	$4,944	$555.50	$469.79 - $627.50
Q3 2025	8,416	$4,016	$425.39	$381.75 - $483.95
Q2 2025	8,347	$3,240	$330.84	$264.29 - $386.62
Q1 2025	8,450	$2,787	$351.95	$315.09 - $404.98
Q4 2024	128,418	$3,174	$381.74	$351.93 - $412.27
Q3 2024	128,360	$3,390	$338.69	$301.40 - $389.91
Q2 2024	128,254	$2,869	$338.69	$308.78 - $372.10
Q1 2024	127,341	$2,810	$311.07	$268.51 - $357.70
Q4 2023	127,341	$2,291	$251.22	$216.95 - $290.10
Q3 2023	127,672	$2,214	$261.47	$229.25 - $283.47
Q2 2023	7,272	$1,789	$213.76	$195.84 - $240.81
Q1 2023	2,396	$548	$230.59	$201.84 - $253.98
Q4 2022	1,639	$393	$206.59	$156.72 - $232.83