CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Coordinated Financial Services, Inc.'s Holding History (CIK: 0002055532)

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

Q4 2025
Shares 450 Value ($000) $258 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 465 Value ($000) $222 Avg Close $425.39 Range $381.75 - $483.95
Q4 2024
Shares 645 Value ($000) $234 Avg Close $381.74 Range $351.93 - $412.27