CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Jacksonville Wealth Management, LLC's Holding History (CIK: 0002048486)

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

Q4 2025

Shares 2,038 Value ($000) $1,168 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 2,015 Value ($000) $962 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 2,014 Value ($000) $782 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 1,907 Value ($000) $629 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,769 Value ($000) $642 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,038	$1,168	$555.50	$469.79 - $627.50
Q3 2025	2,015	$962	$425.39	$381.75 - $483.95
Q2 2025	2,014	$782	$330.84	$264.29 - $386.62
Q1 2025	1,907	$629	$351.95	$315.09 - $404.98
Q4 2024	1,769	$642	$381.74	$351.93 - $412.27