CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Annis Gardner Whiting Capital Advisors, LLC's Holding History (CIK: 0001998414)

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

Q4 2025
Shares 1,452 Value ($000) $832 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 749 Value ($000) $358 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 841 Value ($000) $327 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 731 Value ($000) $241 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 746 Value ($000) $271 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 729 Value ($000) $285 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 997 Value ($000) $332 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 1,027 Value ($000) $376 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 717 Value ($000) $212 Avg Close $251.22 Range $216.95 - $290.10
Q3 2023
Shares 708 Value ($000) $193 Avg Close $261.47 Range $229.25 - $283.47