CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

MFA Wealth Services's Holding History (CIK: 0001989379)

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

Q4 2025

Shares 1,341 Value ($000) $768 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,548 Value ($000) $739 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 1,523 Value ($000) $591 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 1,522 Value ($000) $502 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,761 Value ($000) $639 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,341	$768	$555.50	$469.79 - $627.50
Q3 2025	1,548	$739	$425.39	$381.75 - $483.95
Q2 2025	1,523	$591	$330.84	$264.29 - $386.62
Q1 2025	1,522	$502	$351.95	$315.09 - $404.98
Q4 2024	1,761	$639	$381.74	$351.93 - $412.27