CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

IFC Advisors LLC's Holding History (CIK: 0002053348)

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

Q4 2025

Shares 6,668 Value ($000) $3,820 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 5,424 Value ($000) $2,588 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 5,186 Value ($000) $2,013 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 5,067 Value ($000) $1,671 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 5,153 Value ($000) $1,869 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	6,668	$3,820	$555.50	$469.79 - $627.50
Q3 2025	5,424	$2,588	$425.39	$381.75 - $483.95
Q2 2025	5,186	$2,013	$330.84	$264.29 - $386.62
Q1 2025	5,067	$1,671	$351.95	$315.09 - $404.98
Q4 2024	5,153	$1,869	$381.74	$351.93 - $412.27