CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025

Shares 622 Value ($000) $356 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 573 Value ($000) $273 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 573 Value ($000) $222 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 738 Value ($000) $268 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 713 Value ($000) $279 Avg Close $338.69 Range $301.40 - $389.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	622	$356	$555.50	$469.79 - $627.50
Q3 2025	573	$273	$425.39	$381.75 - $483.95
Q2 2025	573	$222	$330.84	$264.29 - $386.62
Q4 2024	738	$268	$381.74	$351.93 - $412.27
Q3 2024	713	$279	$338.69	$301.40 - $389.91