CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Ipsen Advisor Group LLC's Holding History (CIK: 0001964922)

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

Q4 2025

Shares 575 Value ($000) $329 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 666 Value ($000) $318 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 719 Value ($000) $279 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 716 Value ($000) $236 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 713 Value ($000) $259 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	575	$329	$555.50	$469.79 - $627.50
Q3 2025	666	$318	$425.39	$381.75 - $483.95
Q2 2025	719	$279	$330.84	$264.29 - $386.62
Q1 2025	716	$236	$351.95	$315.09 - $404.98
Q4 2024	713	$259	$381.74	$351.93 - $412.27