CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Fonville Wealth Management LLC's Holding History (CIK: 0002008703)

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

Q4 2025
Shares 385 Value ($000) $221 Avg Close $555.50 Range $469.79 - $627.50
Q3 2024
Shares 527 Value ($000) $206 Avg Close $338.69 Range $301.40 - $389.91