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LYELL WEALTH MANAGEMENT, LP
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 33,531 | 2,363 | 8,250,303,000 | 1,117,818,000 | $246,050.01 |
| 03/31/2023 | CATERPILLAR INC | CAT | 31,168 | 2,705 | 7,132,485,000 | 313,889,000 | $228,840.00 |
| 12/31/2022 | CATERPILLAR INC | CAT | 28,463 | 8,265 | 6,818,596,000 | 6,814,985,000 | $239,559.99 |
| 06/30/2022 | CATERPILLAR INC | CAT | 20,198 | 1,757 | 3,611,000 | -498,000 | $178.78 |
| 03/31/2022 | CATERPILLAR INC | CAT | 18,441 | 16,793 | 4,109,000 | 3,768,000 | $222.82 |
| 12/31/2021 | CATERPILLAR INC | CAT | 1,648 | 109 | 341,000 | -16,000 | $206.92 |
| 03/31/2021 | CATERPILLAR INC | CAT | 1,539 | 18 | 357,000 | 80,000 | $231.97 |
| 12/31/2020 | CATERPILLAR INC | CAT | 1,521 | 21 | 277,000 | 53,000 | $182.12 |
| 09/30/2020 | CATERPILLAR INC | CAT | 1,500 | 1,500 | 224,000 | 224,000 | $149.33 |
| 03/31/2020 | CATERPILLAR INC | CAT | 0 | -1,500 | 0 | -222,000 | |
| 12/31/2019 | CATERPILLAR INC | CAT | 1,500 | 1,500 | 222,000 | 222,000 | $148.00 |
| 09/30/2019 | CATERPILLAR INC | CAT | 0 | -1,500 | 0 | -204,000 | |
| 06/30/2019 | CATERPILLAR INC | CAT | 1,500 | 0 | 204,000 | 1,000 | $136.00 |
| 03/31/2019 | CATERPILLAR INC | CAT | 1,500 | 1,500 | 203,000 | 203,000 | $135.33 |
| 12/31/2018 | CATERPILLAR INC | CAT | 0 | -1,500 | 0 | -229,000 | |
| 09/30/2018 | CATERPILLAR INC | CAT | 1,500 | 1,500 | 229,000 | 229,000 | $152.67 |
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