CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Peak Retirement Planning, Inc.'s Holding History (CIK: 0002056697)

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

Q4 2025
Shares 503 Value ($000) $288 Avg Close $555.50 Range $469.79 - $627.50
Q3 2025
Shares 505 Value ($000) $241 Avg Close $425.39 Range $381.75 - $483.95