CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Next Level Wealth Planning, LLC's Holding History (CIK: 0002044208)

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

Q4 2025

Shares 630 Value ($000) $361 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 630 Value ($000) $301 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 600 Value ($000) $233 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 612 Value ($000) $202 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 600 Value ($000) $218 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	630	$361	$555.50	$469.79 - $627.50
Q3 2025	630	$301	$425.39	$381.75 - $483.95
Q2 2025	600	$233	$330.84	$264.29 - $386.62
Q1 2025	612	$202	$351.95	$315.09 - $404.98
Q4 2024	600	$218	$381.74	$351.93 - $412.27