CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

PETREDIS INVESTMENT ADVISORS LLC's Holding History (CIK: 0001964544)

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

Q4 2025

Shares 7,800 Value ($000) $4,468 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 7,888 Value ($000) $3,764 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 7,956 Value ($000) $3,089 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 7,868 Value ($000) $2,595 Avg Close $351.95 Range $315.09 - $404.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	7,800	$4,468	$555.50	$469.79 - $627.50
Q3 2025	7,888	$3,764	$425.39	$381.75 - $483.95
Q2 2025	7,956	$3,089	$330.84	$264.29 - $386.62
Q1 2025	7,868	$2,595	$351.95	$315.09 - $404.98