CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Advyzon Investment Management, LLC's Holding History (CIK: 0002011872)

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

Q4 2025
Shares 2,026 Value ($000) $1,161 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 453 Value ($000) $216 Avg Close $425.39 Range $381.75 - $483.95