CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

PRECEDENT WEALTH PARTNERS, LLC's Holding History (CIK: 0002008666)

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

Q4 2025

Shares 4,412 Value ($000) $2,528 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 4,470 Value ($000) $2,133 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 4,136 Value ($000) $1,606 Avg Close $330.84 Range $264.29 - $386.62

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	4,412	$2,528	$555.50	$469.79 - $627.50
Q3 2025	4,470	$2,133	$425.39	$381.75 - $483.95
Q2 2025	4,136	$1,606	$330.84	$264.29 - $386.62