CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Clarion Wealth Managment Partners, LLC's Holding History (CIK: 0002081211)

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

Q4 2025

Shares 1,272 Value ($000) $729 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 1,322 Value ($000) $631 Avg Close $425.39 Range $381.75 - $483.95

Q2 2025

Shares 1,278 Value ($000) $496 Avg Close $330.84 Range $264.29 - $386.62

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	1,272	$729	$555.50	$469.79 - $627.50
Q3 2025	1,322	$631	$425.39	$381.75 - $483.95
Q2 2025	1,278	$496	$330.84	$264.29 - $386.62