CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

ORBA Wealth Advisors, L.L.C.'s Holding History (CIK: 0002010248)

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

Q1 2025

Shares 640 Value ($000) $211 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 640 Value ($000) $232 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 638 Value ($000) $250 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 638 Value ($000) $213 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 628 Value ($000) $230 Avg Close $311.07 Range $268.51 - $357.70

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	640	$211	$351.95	$315.09 - $404.98
Q4 2024	640	$232	$381.74	$351.93 - $412.27
Q3 2024	638	$250	$338.69	$301.40 - $389.91
Q2 2024	638	$213	$338.69	$308.78 - $372.10
Q1 2024	628	$230	$311.07	$268.51 - $357.70