CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

B.O.S.S. Retirement Advisors, LLC's Holding History (CIK: 0001964810)

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

Q4 2025

Shares 1,137 Value ($000) $652 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,101 Value ($000) $525 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 1,348 Value ($000) $523 Avg Close $330.84 Range $264.29 - $386.62

Q1 2023

Shares 4,714 Value ($000) $1,079 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 8,008 Value ($000) $1,918 Avg Close $206.59 Range $156.72 - $232.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,137	$652	$555.50	$469.79 - $627.50
Q3 2025	1,101	$525	$425.39	$381.75 - $483.95
Q2 2025	1,348	$523	$330.84	$264.29 - $386.62
Q1 2023	4,714	$1,079	$230.59	$201.84 - $253.98
Q4 2022	8,008	$1,918	$206.59	$156.72 - $232.83