CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Triad Wealth Partners, LLC's Holding History (CIK: 0002012717)

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

Q4 2025

Shares 1,145 Value ($000) $656 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 773 Value ($000) $369 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 539 Value ($000) $209 Avg Close $330.84 Range $264.29 - $386.62

Q2 2024

Shares 147 Value ($000) $49 Avg Close $338.69 Range $308.78 - $372.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,145	$656	$555.50	$469.79 - $627.50
Q3 2025	773	$369	$425.39	$381.75 - $483.95
Q2 2025	539	$209	$330.84	$264.29 - $386.62
Q2 2024	147	$49	$338.69	$308.78 - $372.10