CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q4 2025

Shares 4 Value ($000) $2 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4 Value ($000) $2 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4 Value ($000) $2 Avg Close $330.84 Range $264.29 - $386.62

Q2 2024

Shares 28 Value ($000) $9 Avg Close $338.69 Range $308.78 - $372.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4	$2	$555.50	$469.79 - $627.50
Q3 2025	4	$2	$425.39	$381.75 - $483.95
Q2 2025	4	$2	$330.84	$264.29 - $386.62
Q2 2024	28	$9	$338.69	$308.78 - $372.10