CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Frank, Rimerman Advisors LLC's Holding History (CIK: 0001977560)

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

Q4 2025

Shares 5,391 Value ($000) $3,088 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,730 Value ($000) $2,257 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,265 Value ($000) $1,656 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 5,329 Value ($000) $1,758 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,190 Value ($000) $1,883 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 11,483 Value ($000) $4,491 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 11,463 Value ($000) $3,818 Avg Close $338.69 Range $308.78 - $372.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	5,391	$3,088	$555.50	$469.79 - $627.50
Q3 2025	4,730	$2,257	$425.39	$381.75 - $483.95
Q2 2025	4,265	$1,656	$330.84	$264.29 - $386.62
Q1 2025	5,329	$1,758	$351.95	$315.09 - $404.98
Q4 2024	5,190	$1,883	$381.74	$351.93 - $412.27
Q3 2024	11,483	$4,491	$338.69	$301.40 - $389.91
Q2 2024	11,463	$3,818	$338.69	$308.78 - $372.10