CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Darden Wealth Group Inc's Holding History (CIK: 0002011221)

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

Q4 2025

Shares 510 Value ($000) $292 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 515 Value ($000) $246 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 535 Value ($000) $208 Avg Close $330.84 Range $264.29 - $386.62

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	510	$292	$555.50	$469.79 - $627.50
Q3 2025	515	$246	$425.39	$381.75 - $483.95
Q2 2025	535	$208	$330.84	$264.29 - $386.62