CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

LM Advisors LLC's Holding History (CIK: 0002011314)

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

Q1 2025

Shares 1,163 Value ($000) $0 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,286 Value ($000) $0 Avg Close $381.74 Range $351.93 - $412.27

Q4 2023

Shares 461 Value ($000) $136 Avg Close $251.22 Range $216.95 - $290.10

Period	Shares	Value ($000)	Average Close	Price Range
Q1 2025	1,163	$0	$351.95	$315.09 - $404.98
Q4 2024	1,286	$0	$381.74	$351.93 - $412.27
Q4 2023	461	$136	$251.22	$216.95 - $290.10