CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

NWF Advisory Services Inc.'s Holding History (CIK: 0002045735)

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

Q4 2025

Shares 1,777 Value ($000) $1,018 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,819 Value ($000) $868 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,003 Value ($000) $778 Avg Close $330.84 Range $264.29 - $386.62

Q3 2024

Shares 1,057 Value ($000) $413 Avg Close $338.69 Range $301.40 - $389.91

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,777	$1,018	$555.50	$469.79 - $627.50
Q3 2025	1,819	$868	$425.39	$381.75 - $483.95
Q2 2025	2,003	$778	$330.84	$264.29 - $386.62
Q3 2024	1,057	$413	$338.69	$301.40 - $389.91