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LIBERTY WEALTH MANAGEMENT LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 1,172 | 1,172 | 288,381,000 | 288,381,000 | $246,058.87 |
| 12/31/2021 | CATERPILLAR INC | CAT | 0 | -396 | 0 | -77,000 | |
| 09/30/2021 | CATERPILLAR INC | CAT | 396 | -12 | 77,000 | -12,000 | $194.44 |
| 06/30/2021 | CATERPILLAR INC | CAT | 408 | 48 | 89,000 | 23,000 | $218.14 |
| 06/30/2021 | CATERPILLAR INC | CAT | 88,857 | 88,497 | 408,000 | 342,000 | $4.59 |
| 03/31/2021 | CATERPILLAR INC | CAT | 360 | 0 | 66,000 | 0 | $183.33 |
| 12/31/2020 | CATERPILLAR INC | CAT | 360 | 61 | 66,000 | 21,000 | $183.33 |
| 09/30/2020 | CATERPILLAR INC | CAT | 299 | 0 | 45,000 | 7,000 | $150.50 |
| 06/30/2020 | CATERPILLAR INC | CAT | 299 | 1 | 38,000 | 3,000 | $127.09 |
| 03/31/2020 | CATERPILLAR INC | CAT | 298 | 1 | 35,000 | -9,000 | $117.45 |
| 12/31/2019 | CATERPILLAR INC | CAT | 297 | 1 | 44,000 | 6,000 | $148.15 |
| 09/30/2019 | CATERPILLAR INC | CAT | 296 | -181 | 38,000 | -27,000 | $128.38 |
| 06/30/2019 | CATERPILLAR INC | CAT | 477 | -59 | 65,000 | -7,000 | $136.27 |
| 03/31/2019 | CATERPILLAR INC | CAT | 536 | 10 | 72,000 | 6,000 | $134.33 |
| 12/31/2018 | CATERPILLAR INC | CAT | 526 | 526 | 66,000 | 66,000 | $125.48 |
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