CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Commonwealth Retirement Investments LLC's Holding History (CIK: 0001963787)

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

Q4 2025

Shares 142 Value ($000) $81 Avg Close $555.50 Range $469.79 - $627.50

Q2 2023

Shares 11,259 Value ($000) $2,770 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 11,021 Value ($000) $2,522 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 11,032 Value ($000) $2,643 Avg Close $206.59 Range $156.72 - $232.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	142	$81	$555.50	$469.79 - $627.50
Q2 2023	11,259	$2,770	$213.76	$195.84 - $240.81
Q1 2023	11,021	$2,522	$230.59	$201.84 - $253.98
Q4 2022	11,032	$2,643	$206.59	$156.72 - $232.83