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IVC Wealth Advisors LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | CATERPILLAR INC | CAT | 3,955 | 16 | 1,079,780,000 | 110,687,000 | $273,016.43 |
| 06/30/2023 | CATERPILLAR INC | CAT | 3,939 | -217 | 969,093,000 | -26,572,000 | $246,025.13 |
| 03/31/2023 | CATERPILLAR INC | CAT | 3,991 | -165 | 913,269,000 | -82,396,000 | $228,832.12 |
| 12/31/2022 | CATERPILLAR INC | CAT | 4,156 | 17 | 995,665,000 | 994,986,000 | $239,572.91 |
| 09/30/2022 | CATERPILLAR INC | CAT | 4,139 | 72 | 679,000 | -48,000 | $164.05 |
| 06/30/2022 | CATERPILLAR INC | CAT | 4,067 | -23 | 727,000 | -184,000 | $178.76 |
| 03/31/2022 | CATERPILLAR INC | CAT | 4,090 | 95 | 911,000 | 85,000 | $222.74 |
| 12/31/2021 | CATERPILLAR INC | CAT | 3,995 | -115 | 826,000 | 37,000 | $206.76 |
| 09/30/2021 | CATERPILLAR INC | CAT | 4,110 | 176 | 789,000 | -67,000 | $191.97 |
| 06/30/2021 | CATERPILLAR INC | CAT | 3,934 | 51 | 856,000 | -44,000 | $217.59 |
| 03/31/2021 | CATERPILLAR INC | CAT | 3,883 | 3,883 | 900,000 | 900,000 | $231.78 |
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