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DHJJ Financial Advisors, Ltd.
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | CATERPILLAR INC | CAT | 5,011 | -601 | 1,368,004,000 | -12,830,000 | $273,000.20 |
| 06/30/2023 | CATERPILLAR INC | CAT | 5,612 | -2,832 | 1,380,834,000 | 1,379,325,000 | $246,050.25 |
| 06/30/2022 | CATERPILLAR INC | CAT | 8,444 | 0 | 1,509,000 | -347,000 | $178.71 |
| 03/31/2022 | CATERPILLAR INC | CAT | 8,444 | 0 | 1,856,000 | 110,000 | $219.80 |
| 12/31/2021 | CATERPILLAR INC | CAT | 8,444 | 120 | 1,746,000 | 148,000 | $206.77 |
| 09/30/2021 | CATERPILLAR INC | CAT | 8,324 | 0 | 1,598,000 | -214,000 | $191.98 |
| 06/30/2021 | CATERPILLAR INC | CAT | 8,324 | -4 | 1,812,000 | -119,000 | $217.68 |
| 03/31/2021 | CATERPILLAR INC | CAT | 8,328 | 0 | 1,931,000 | 415,000 | $231.87 |
| 12/31/2020 | CATERPILLAR INC | CAT | 8,328 | 8,328 | 1,516,000 | 1,516,000 | $182.04 |
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