CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Great Waters Wealth Management's Holding History (CIK: 0001964535)

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

Q4 2025
Shares 510 Value ($000) $292 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 510 Value ($000) $243 Avg Close $425.39 Range $381.75 - $483.95
Q3 2024
Shares 604 Value ($000) $236 Avg Close $338.69 Range $301.40 - $389.91