CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Challenger Wealth Management's Holding History (CIK: 0002057602)

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

Q2 2025

Shares 1,607 Value ($000) $624 Avg Close $330.84 Range $264.29 - $386.62

Q1 2025

Shares 1,600 Value ($000) $528 Avg Close $351.95 Range $315.09 - $404.98

Q4 2024

Shares 1,000 Value ($000) $363 Avg Close $381.74 Range $351.93 - $412.27

Period	Shares	Value ($000)	Average Close	Price Range
Q2 2025	1,607	$624	$330.84	$264.29 - $386.62
Q1 2025	1,600	$528	$351.95	$315.09 - $404.98
Q4 2024	1,000	$363	$381.74	$351.93 - $412.27