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Legacy Financial Advisors, Inc.
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 1,465 | 1,465 | 360,550,000 | 360,550,000 | $246,109.22 |
| 06/30/2022 | CATERPILLAR INC | CAT | 0 | -985 | 0 | -219,000 | |
| 03/31/2022 | CATERPILLAR INC | CAT | 985 | 11 | 219,000 | 18,000 | $222.34 |
| 12/31/2021 | CATERPILLAR INC | CAT | 974 | 974 | 201,000 | 201,000 | $206.37 |
| 06/30/2019 | CATERPILLAR INC | CAT | 0 | -698 | 0 | -95,000 | |
| 03/31/2019 | CATERPILLAR INC | CAT | 698 | 217 | 95,000 | 34,000 | $136.10 |
| 12/31/2018 | CATERPILLAR INC | CAT | 481 | 285 | 61,000 | 32,000 | $126.82 |
| 09/30/2018 | CATERPILLAR INC | CAT | 196 | 0 | 29,000 | 1,000 | $147.96 |
| 06/30/2018 | CATERPILLAR INC | CAT | 196 | 31 | 28,000 | 4,000 | $142.86 |
| 03/31/2018 | CATERPILLAR INC | CAT | 165 | -1,701 | 24,000 | -270,000 | $145.45 |
| 12/31/2017 | CATERPILLAR INC | CAT | 1,866 | 1,866 | 294,000 | 294,000 | $157.56 |
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