CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Cascade Financial Partners, LLC's Holding History (CIK: 0002021208)

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

Q4 2025
Shares 737 Value ($000) $422 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 761 Value ($000) $363 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 761 Value ($000) $295 Avg Close $330.84 Range $264.29 - $386.62
Q1 2025
Shares 721 Value ($000) $238 Avg Close $351.95 Range $315.09 - $404.98
Q4 2024
Shares 730 Value ($000) $265 Avg Close $381.74 Range $351.93 - $412.27
Q3 2024
Shares 730 Value ($000) $284 Avg Close $338.69 Range $301.40 - $389.91
Q2 2024
Shares 730 Value ($000) $243 Avg Close $338.69 Range $308.78 - $372.10
Q1 2024
Shares 730 Value ($000) $267 Avg Close $311.07 Range $268.51 - $357.70