CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Optimize Financial Inc's Holding History (CIK: 0002033266)

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

Q2 2025

Shares 644 Value ($000) $250 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 648 Value ($000) $214 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 624 Value ($000) $226 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	644	$250	$330.84	$264.29 - $386.62
Q1 2025	648	$214	$351.95	$315.09 - $404.98
Q4 2024	624	$226	$381.74	$351.93 - $412.27