CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Sagace Wealth Management LLC's Holding History (CIK: 0002027449)

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

Q4 2025

Shares 413 Value ($000) $237 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 451 Value ($000) $215 Avg Close $425.39 Range $381.75 - $483.95

Q3 2024

Shares 545 Value ($000) $215 Avg Close $338.69 Range $301.40 - $389.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	413	$237	$555.50	$469.79 - $627.50
Q3 2025	451	$215	$425.39	$381.75 - $483.95
Q3 2024	545	$215	$338.69	$301.40 - $389.91