CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025

Shares 22,540 Value ($000) $12,913 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 22,202 Value ($000) $10,594 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 19,715 Value ($000) $7,654 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 20,280 Value ($000) $6,689 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 22,906 Value ($000) $8,310 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 23,339 Value ($000) $9,128 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 19,718 Value ($000) $6,568 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 13,453 Value ($000) $4,930 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 18,645 Value ($000) $5,513 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 14,352 Value ($000) $5,412 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 15,141 Value ($000) $3,726 Avg Close $213.76 Range $195.84 - $240.81

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	22,540	$12,913	$555.50	$469.79 - $627.50
Q3 2025	22,202	$10,594	$425.39	$381.75 - $483.95
Q2 2025	19,715	$7,654	$330.84	$264.29 - $386.62
Q1 2025	20,280	$6,689	$351.95	$315.09 - $404.98
Q4 2024	22,906	$8,310	$381.74	$351.93 - $412.27
Q3 2024	23,339	$9,128	$338.69	$301.40 - $389.91
Q2 2024	19,718	$6,568	$338.69	$308.78 - $372.10
Q1 2024	13,453	$4,930	$311.07	$268.51 - $357.70
Q4 2023	18,645	$5,513	$251.22	$216.95 - $290.10
Q3 2023	14,352	$5,412	$261.47	$229.25 - $283.47
Q2 2023	15,141	$3,726	$213.76	$195.84 - $240.81