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Circle Wealth Management, LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 3,716 | 2 | 914,437,000 | 64,537,000 | $246,081.00 |
| 03/31/2023 | CATERPILLAR INC | CAT | 3,714 | 68 | 849,900,000 | 849,302,000 | $228,836.83 |
| 09/30/2022 | CATERPILLAR INC | CAT | 3,646 | -55 | 598,000 | -64,000 | $164.02 |
| 06/30/2022 | CATERPILLAR INC | CAT | 3,701 | 28 | 662,000 | -156,000 | $178.87 |
| 03/31/2022 | CATERPILLAR INC | CAT | 3,673 | 5 | 818,000 | 60,000 | $222.71 |
| 12/31/2021 | CATERPILLAR INC | CAT | 3,668 | -6 | 758,000 | 53,000 | $206.65 |
| 09/30/2021 | CATERPILLAR INC | CAT | 3,674 | 0 | 705,000 | -95,000 | $191.89 |
| 06/30/2021 | CATERPILLAR INC | CAT | 3,674 | -15 | 800,000 | -55,000 | $217.75 |
| 03/31/2021 | CATERPILLAR INC | CAT | 3,689 | 46 | 855,000 | 192,000 | $231.77 |
| 12/31/2020 | CATERPILLAR INC | CAT | 3,643 | 27 | 663,000 | 206,000 | $181.99 |
| 06/30/2020 | CATERPILLAR INC | CAT | 3,616 | 17 | 457,000 | 39,000 | $126.38 |
| 03/31/2020 | CATERPILLAR INC | CAT | 3,599 | 85 | 418,000 | -101,000 | $116.14 |
| 12/31/2019 | CATERPILLAR INC | CAT | 3,514 | 505 | 519,000 | 139,000 | $147.69 |
| 09/30/2019 | CATERPILLAR INC | CAT | 3,009 | -195 | 380,000 | -57,000 | $126.29 |
| 06/30/2019 | CATERPILLAR INC | CAT | 3,204 | 320 | 437,000 | 46,000 | $136.39 |
| 03/31/2019 | CATERPILLAR INC | CAT | 2,884 | 0 | 391,000 | 25,000 | $135.58 |
| 12/31/2018 | CATERPILLAR INC | CAT | 2,884 | 2,884 | 366,000 | 366,000 | $126.91 |
| 03/31/2018 | CATERPILLAR INC | CAT | 0 | -1,277 | 0 | -201,000 | |
| 12/31/2017 | CATERPILLAR INC | CAT | 1,277 | 1,277 | 201,000 | 201,000 | $157.40 |
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