CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

McMill Wealth Management's Holding History (CIK: 0002056447)

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

Q4 2025

Shares 1,331 Value ($000) $762 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,331 Value ($000) $635 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 1,331 Value ($000) $517 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 1,329 Value ($000) $438 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,311 Value ($000) $476 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,331	$762	$555.50	$469.79 - $627.50
Q3 2025	1,331	$635	$425.39	$381.75 - $483.95
Q2 2025	1,331	$517	$330.84	$264.29 - $386.62
Q1 2025	1,329	$438	$351.95	$315.09 - $404.98
Q4 2024	1,311	$476	$381.74	$351.93 - $412.27