CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Fortis Capital Advisors, LLC's Holding History (CIK: 0001959790)

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

Q4 2025

Shares 502 Value ($000) $288 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 585 Value ($000) $279 Avg Close $425.39 Range $381.75 - $483.95

Q1 2023

Shares 81 Value ($000) $19 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 81 Value ($000) $19 Avg Close $206.59 Range $156.72 - $232.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	502	$288	$555.50	$469.79 - $627.50
Q3 2025	585	$279	$425.39	$381.75 - $483.95
Q1 2023	81	$19	$230.59	$201.84 - $253.98
Q4 2022	81	$19	$206.59	$156.72 - $232.83