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RKL Wealth Management LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 1,583 | -43 | 389,549,000 | -120,000 | $246,082.75 |
| 12/31/2022 | CATERPILLAR INC | CAT | 1,626 | 100 | 389,669,000 | 389,419,000 | $239,648.83 |
| 09/30/2022 | CATERPILLAR INC | CAT | 1,526 | 0 | 250,000 | -23,000 | $163.83 |
| 06/30/2022 | CATERPILLAR INC | CAT | 1,526 | 175 | 273,000 | -28,000 | $178.90 |
| 03/31/2022 | CATERPILLAR INC | CAT | 1,351 | 133 | 301,000 | 49,000 | $222.80 |
| 12/31/2021 | CATERPILLAR INC | CAT | 1,218 | 0 | 252,000 | 18,000 | $206.90 |
| 09/30/2021 | CATERPILLAR INC | CAT | 1,218 | -559 | 234,000 | -153,000 | $192.12 |
| 06/30/2021 | CATERPILLAR INC | CAT | 1,777 | 0 | 387,000 | -25,000 | $217.78 |
| 03/31/2021 | CATERPILLAR INC | CAT | 1,777 | 0 | 412,000 | 89,000 | $231.85 |
| 12/31/2020 | CATERPILLAR INC | CAT | 1,777 | 0 | 323,000 | 58,000 | $181.77 |
| 09/30/2020 | CATERPILLAR INC | CAT | 1,777 | 1,777 | 265,000 | 265,000 | $149.13 |
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