CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Focus Financial Network, Inc.'s Holding History (CIK: 0002010942)

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

Q4 2025

Shares 10,524 Value ($000) $6,029 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 10,508 Value ($000) $5,014 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 10,353 Value ($000) $4,019 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 10,863 Value ($000) $3,583 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 10,931 Value ($000) $3,965 Avg Close $381.74 Range $351.93 - $412.27

Q3 2024

Shares 11,063 Value ($000) $4,327 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 11,159 Value ($000) $3,993 Avg Close $338.69 Range $308.78 - $372.10

Q1 2024

Shares 10,599 Value ($000) $3,794 Avg Close $311.07 Range $268.51 - $357.70

Q3 2023

Shares 10,320 Value ($000) $2,817 Avg Close $261.47 Range $229.25 - $283.47

Q2 2023

Shares 10,324 Value ($000) $2,540 Avg Close $213.76 Range $195.84 - $240.81

Q1 2023

Shares 10,219 Value ($000) $2,338 Avg Close $230.59 Range $201.84 - $253.98

Q4 2022

Shares 10,615 Value ($000) $2,543 Avg Close $206.59 Range $156.72 - $232.83

Q3 2022

Shares 10,947 Value ($000) $1,796 Avg Close $172.21 Range $151.58 - $189.11

Q2 2022

Shares 10,027 Value ($000) $1,792 Avg Close $197.29 Range $164.98 - $221.91

Q1 2022

Shares 9,493 Value ($000) $2,115 Avg Close $195.46 Range $167.60 - $214.37

Q4 2021

Shares 20,294 Value ($000) $4,195 Avg Close $186.69 Range $173.30 - $200.95

Q3 2021

Shares 18,307 Value ($000) $3,514 Avg Close $192.08 Range $172.62 - $206.58

Q2 2021

Shares 18,411 Value ($000) $4,007 Avg Close $211.85 Range $188.71 - $226.53

Q1 2021

Shares 19,225 Value ($000) $4,458 Avg Close $189.09 Range $163.90 - $217.37

Q4 2020

Shares 7,546 Value ($000) $1,373 Avg Close $153.98 Range $129.92 - $167.14

Q3 2020

Shares 9,817 Value ($000) $1,464 Avg Close $126.81 Range $112.24 - $141.22

Q2 2020

Shares 9,515 Value ($000) $1,204 Avg Close $106.19 Range $89.90 - $125.54

Q1 2020

Shares 8,486 Value ($000) $985 Avg Close $113.38 Range $77.78 - $132.89

Q4 2019

Shares 14,858 Value ($000) $2,194 Avg Close $123.01 Range $102.69 - $131.46

Q3 2019

Shares 12,490 Value ($000) $1,578 Avg Close $111.09 Range $97.87 - $122.22

Q2 2019

Shares 8,527 Value ($000) $1,162 Avg Close $114.70 Range $103.20 - $125.83

Q1 2019

Shares 7,217 Value ($000) $978 Avg Close $114.61 Range $103.38 - $123.15

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	10,524	$6,029	$555.50	$469.79 - $627.50
Q3 2025	10,508	$5,014	$425.39	$381.75 - $483.95
Q2 2025	10,353	$4,019	$330.84	$264.29 - $386.62
Q1 2025	10,863	$3,583	$351.95	$315.09 - $404.98
Q4 2024	10,931	$3,965	$381.74	$351.93 - $412.27
Q3 2024	11,063	$4,327	$338.69	$301.40 - $389.91
Q2 2024	11,159	$3,993	$338.69	$308.78 - $372.10
Q1 2024	10,599	$3,794	$311.07	$268.51 - $357.70
Q3 2023	10,320	$2,817	$261.47	$229.25 - $283.47
Q2 2023	10,324	$2,540	$213.76	$195.84 - $240.81
Q1 2023	10,219	$2,338	$230.59	$201.84 - $253.98
Q4 2022	10,615	$2,543	$206.59	$156.72 - $232.83
Q3 2022	10,947	$1,796	$172.21	$151.58 - $189.11
Q2 2022	10,027	$1,792	$197.29	$164.98 - $221.91
Q1 2022	9,493	$2,115	$195.46	$167.60 - $214.37
Q4 2021	20,294	$4,195	$186.69	$173.30 - $200.95
Q3 2021	18,307	$3,514	$192.08	$172.62 - $206.58
Q2 2021	18,411	$4,007	$211.85	$188.71 - $226.53
Q1 2021	19,225	$4,458	$189.09	$163.90 - $217.37
Q4 2020	7,546	$1,373	$153.98	$129.92 - $167.14
Q3 2020	9,817	$1,464	$126.81	$112.24 - $141.22
Q2 2020	9,515	$1,204	$106.19	$89.90 - $125.54
Q1 2020	8,486	$985	$113.38	$77.78 - $132.89
Q4 2019	14,858	$2,194	$123.01	$102.69 - $131.46
Q3 2019	12,490	$1,578	$111.09	$97.87 - $122.22
Q2 2019	8,527	$1,162	$114.70	$103.20 - $125.83
Q1 2019	7,217	$978	$114.61	$103.38 - $123.15