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Balboa Wealth Partners
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 901 | -741 | 221,779,000 | -171,567,000 | $246,147.61 |
| 12/31/2022 | CATERPILLAR INC | CAT | 1,642 | 361 | 393,346,000 | 393,136,000 | $239,552.98 |
| 09/30/2022 | CATERPILLAR INC | CAT | 1,281 | 1,281 | 210,000 | 210,000 | $163.93 |
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