CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Haven Private, LLC's Holding History (CIK: 0002053665)

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

Q4 2025
Shares 1,084 Value ($000) $621 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 1,024 Value ($000) $489 Avg Close $425.39 Range $381.75 - $483.95
Q2 2025
Shares 1,295 Value ($000) $503 Avg Close $330.84 Range $264.29 - $386.62