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Perfromance Wealth Partners, LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 17,791 | 7,146 | 4,355,826,000 | 1,805,664,000 | $244,833.12 |
| 12/31/2022 | CATERPILLAR INC | CAT | 10,645 | 1,142 | 2,550,162,000 | 2,548,463,000 | $239,564.30 |
| 06/30/2022 | CATERPILLAR INC | CAT | 9,503 | 399 | 1,699,000 | -329,000 | $178.79 |
| 03/31/2022 | CATERPILLAR INC | CAT | 9,104 | 9,104 | 2,028,000 | 2,028,000 | $222.76 |
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