CATERPILLAR INC

Ticker: CAT CUSIP: 149123101 Class: COM

Portus Wealth Advisors, LLC's Holding History (CIK: 0002097516)

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

Q4 2025

Shares 3,801 Value ($000) $2,177 Avg Close $555.50 Range $469.79 - $627.50

Q3 2025

Shares 3,729 Value ($000) $1,779 Avg Close $425.39 Range $381.75 - $483.95

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	3,801	$2,177	$555.50	$469.79 - $627.50
Q3 2025	3,729	$1,779	$425.39	$381.75 - $483.95