CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

SECURED RETIREMENT ADVISORS, LLC's Holding History (CIK: 0002012356)

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

Q4 2025
Shares 2,555 Value ($000) $1,464 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 3,798 Value ($000) $1,812 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 4,007 Value ($000) $1,555 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 4,324 Value ($000) $1,426 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 11,836 Value ($000) $4,294 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 8,193 Value ($000) $3,204 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 7,943 Value ($000) $2,646 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 7,348 Value ($000) $2,693 Avg Close $311.07 Range $268.51 - $357.70
Q4 2023
Shares 7,609 Value ($000) $2,250 Avg Close $251.22 Range $216.95 - $290.10