CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Farther Finance Advisors, LLC's Holding History (CIK: 0001992825)

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

Q4 2025

Shares 31,684 Value ($000) $18,151 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 19,084 Value ($000) $9,106 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 12,842 Value ($000) $4,985 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 11,843 Value ($000) $3,915 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 8,362 Value ($000) $3,033 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 8,044 Value ($000) $3,146 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 6,463 Value ($000) $2,127 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 5,960 Value ($000) $2,168 Avg Close $311.07 Range $268.51 - $357.70

Q4 2023

Shares 5,336 Value ($000) $1,578 Avg Close $251.22 Range $216.95 - $290.10

Q3 2023

Shares 2,869 Value ($000) $783 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 595 Value ($000) $146 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 558 Value ($000) $128 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 452 Value ($000) $108 Avg Close $206.59 Range $156.72 - $232.83

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	31,684	$18,151	$555.50	$469.79 - $627.50
Q3 2025	19,084	$9,106	$425.39	$381.75 - $483.95
Q2 2025	12,842	$4,985	$330.84	$264.29 - $386.62
Q1 2025	11,843	$3,915	$351.95	$315.09 - $404.98
Q4 2024	8,362	$3,033	$381.74	$351.93 - $412.27
Q3 2024	8,044	$3,146	$338.69	$301.40 - $389.91
Q2 2024	6,463	$2,127	$338.69	$308.78 - $372.10
Q1 2024	5,960	$2,168	$311.07	$268.51 - $357.70
Q4 2023	5,336	$1,578	$251.22	$216.95 - $290.10
Q3 2023	2,869	$783	$261.47	$229.25 - $283.47
Q2 2023	595	$146	$213.76	$195.84 - $240.81
Q1 2023	558	$128	$230.59	$201.84 - $253.98
Q4 2022	452	$108	$206.59	$156.72 - $232.83