CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

BCO Wealth Management LLC's Holding History (CIK: 0002054749)

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

Q4 2025

Shares 370 Value ($000) $212 Avg Close $555.50 Range $469.79 - $627.50

Q2 2025

Shares 592 Value ($000) $230 Avg Close $330.84 Range $264.29 - $386.62

Q4 2024

Shares 585 Value ($000) $212 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	370	$212	$555.50	$469.79 - $627.50
Q2 2025	592	$230	$330.84	$264.29 - $386.62
Q4 2024	585	$212	$381.74	$351.93 - $412.27