CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

PFG Investments, LLC's Holding History (CIK: 0001973224)

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

Q4 2025

Shares 8,700 Value ($000) $4,984 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 6,669 Value ($000) $3,182 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 6,229 Value ($000) $2,418 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 6,122 Value ($000) $2,019 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,879 Value ($000) $2,133 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 5,268 Value ($000) $2,060 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 5,187 Value ($000) $1,728 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 4,958 Value ($000) $1,817 Avg Close $311.07 Range $268.51 - $357.70

Q3 2023

Shares 865 Value ($000) $236 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 850 Value ($000) $209 Avg Close $213.76 Range $195.84 - $240.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	8,700	$4,984	$555.50	$469.79 - $627.50
Q3 2025	6,669	$3,182	$425.39	$381.75 - $483.95
Q2 2025	6,229	$2,418	$330.84	$264.29 - $386.62
Q1 2025	6,122	$2,019	$351.95	$315.09 - $404.98
Q4 2024	5,879	$2,133	$381.74	$351.93 - $412.27
Q3 2024	5,268	$2,060	$338.69	$301.40 - $389.91
Q2 2024	5,187	$1,728	$338.69	$308.78 - $372.10
Q1 2024	4,958	$1,817	$311.07	$268.51 - $357.70
Q3 2023	865	$236	$261.47	$229.25 - $283.47
Q2 2023	850	$209	$213.76	$195.84 - $240.81