CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Strategies Wealth Advisors, LLC's Holding History (CIK: 0001976435)

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

Q4 2025

Shares 854 Value ($000) $489 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,642 Value ($000) $784 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 874 Value ($000) $339 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 882 Value ($000) $291 Avg Close $351.95 Range $315.09 - $404.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	854	$489	$555.50	$469.79 - $627.50
Q3 2025	1,642	$784	$425.39	$381.75 - $483.95
Q2 2025	874	$339	$330.84	$264.29 - $386.62
Q1 2025	882	$291	$351.95	$315.09 - $404.98