CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CAPITAL & PLANNING, LLC's Holding History (CIK: 0002053750)

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

Q3 2025

Shares 7,037 Value ($000) $3,358 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 7,045 Value ($000) $2,735 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 7,119 Value ($000) $2,348 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 6,724 Value ($000) $2,440 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q3 2025	7,037	$3,358	$425.39	$381.75 - $483.95
Q2 2025	7,045	$2,735	$330.84	$264.29 - $386.62
Q1 2025	7,119	$2,348	$351.95	$315.09 - $404.98
Q4 2024	6,724	$2,440	$381.74	$351.93 - $412.27