CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Optivise Advisory Services LLC's Holding History (CIK: 0002042876)

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

Q4 2025

Shares 936 Value ($000) $536 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 607 Value ($000) $290 Avg Close $425.39 Range $381.75 - $483.95

Q3 2024

Shares 651 Value ($000) $254 Avg Close $338.69 Range $301.40 - $389.91

Q2 2024

Shares 739 Value ($000) $246 Avg Close $338.69 Range $308.78 - $372.10

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	936	$536	$555.50	$469.79 - $627.50
Q3 2025	607	$290	$425.39	$381.75 - $483.95
Q3 2024	651	$254	$338.69	$301.40 - $389.91
Q2 2024	739	$246	$338.69	$308.78 - $372.10