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Retirement Group, LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 18,967 | -739 | 4,666,769,000 | 4,662,259,000 | $246,046.77 |
| 03/31/2023 | CATERPILLAR INC | CAT | 19,706 | -378 | 4,510,000 | 920,000 | $228.86 |
| 06/30/2022 | CATERPILLAR INC | CAT | 20,084 | 61 | 3,590,000 | -872,000 | $178.75 |
| 03/31/2022 | CATERPILLAR INC | CAT | 20,023 | 94 | 4,462,000 | 342,000 | $222.84 |
| 12/31/2021 | CATERPILLAR INC | CAT | 19,929 | 458 | 4,120,000 | -117,000 | $206.73 |
| 06/30/2021 | CATERPILLAR INC | CAT | 19,471 | -2,713 | 4,237,000 | -907,000 | $217.61 |
| 03/31/2021 | CATERPILLAR INC | CAT | 22,184 | -70 | 5,144,000 | 1,094,000 | $231.88 |
| 12/31/2020 | CATERPILLAR INC | CAT | 22,254 | 22,254 | 4,050,000 | 4,050,000 | $181.99 |
| 09/30/2020 | CATERPILLAR INC | CAT | 202 | -22,422 | 6,000 | -3,335,000 | $29.70 |
| 06/30/2020 | CATERPILLAR INC | CAT | 22,783 | 159 | 2,882,000 | -459,000 | $126.50 |
| 12/31/2019 | CATERPILLAR INC | CAT | 22,624 | 22,624 | 3,341,000 | 3,341,000 | $147.68 |
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