CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Rakuten Investment Management, Inc.'s Holding History (CIK: 0002062680)

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

Q4 2025

Shares 61,583 Value ($000) $35,633 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 12,109 Value ($000) $548 Avg Close $425.39 Range $381.75 - $483.95

Q1 2025

Shares 43,818 Value ($000) $14,446 Avg Close $351.95 Range $315.09 - $404.98

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	61,583	$35,633	$555.50	$469.79 - $627.50
Q3 2025	12,109	$548	$425.39	$381.75 - $483.95
Q1 2025	43,818	$14,446	$351.95	$315.09 - $404.98