CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

CogentBlue Wealth Advisors, LLC's Holding History (CIK: 0002054047)

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

Q4 2025
Shares 518 Value ($000) $297 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 518 Value ($000) $247 Avg Close $425.39 Range $381.75 - $483.95