CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

RICHARDSON FINANCIAL SERVICES INC.'s Holding History (CIK: 0002012303)

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

Q4 2025

Shares 301 Value ($000) $172 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 161 Value ($000) $77 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 115 Value ($000) $45 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 55 Value ($000) $18 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 40 Value ($000) $15 Avg Close $381.74 Range $351.93 - $412.27

Q4 2023

Shares 92 Value ($000) $27 Avg Close $251.22 Range $216.95 - $290.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	301	$172	$555.50	$469.79 - $627.50
Q3 2025	161	$77	$425.39	$381.75 - $483.95
Q2 2025	115	$45	$330.84	$264.29 - $386.62
Q1 2025	55	$18	$351.95	$315.09 - $404.98
Q4 2024	40	$15	$381.74	$351.93 - $412.27
Q4 2023	92	$27	$251.22	$216.95 - $290.10