News + Filings Holdings
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B. Riley Wealth Advisors, Inc.
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 107,001 | 82,921 | 26,327,704,000 | 20,559,163,000 | $246,051.01 |
| 12/31/2022 | CATERPILLAR INC | CAT | 24,080 | -238 | 5,768,541,000 | 5,764,550,000 | $239,557.35 |
| 09/30/2022 | CATERPILLAR INC | CAT | 24,318 | -966 | 3,991,000 | -530,000 | $164.12 |
| 06/30/2022 | CATERPILLAR INC | CAT | 25,284 | 1,372 | 4,521,000 | -808,000 | $178.81 |
| 03/31/2022 | CATERPILLAR INC | CAT | 23,912 | -39,357 | 5,329,000 | -7,752,000 | $222.86 |
| 12/31/2021 | CATERPILLAR INC | CAT | 63,269 | 43,919 | 13,081,000 | 9,358,000 | $206.75 |
| 09/30/2021 | CATERPILLAR INC | CAT | 19,350 | -157 | 3,723,000 | -529,000 | $192.40 |
| 06/30/2021 | CATERPILLAR INC | CAT | 19,507 | 574 | 4,252,000 | -118,000 | $217.97 |
| 03/31/2021 | CATERPILLAR INC | CAT | 18,933 | 3,767 | 4,370,000 | 1,607,000 | $230.81 |
| 12/31/2020 | CATERPILLAR INC | CAT | 15,166 | -7,712 | 2,763,000 | -624,000 | $182.18 |
| 09/30/2020 | CATERPILLAR INC | CAT | 22,878 | 886 | 3,387,000 | 604,000 | $148.05 |
| 06/30/2020 | CATERPILLAR INC | CAT | 21,992 | -6,770 | 2,783,000 | -555,000 | $126.55 |
| 03/31/2020 | CATERPILLAR INC | CAT | 28,762 | 6,278 | 3,338,000 | 17,000 | $116.06 |
| 12/31/2019 | CATERPILLAR INC | CAT | 22,484 | 4,667 | 3,321,000 | 1,070,000 | $147.71 |
| 09/30/2019 | CATERPILLAR INC | CAT | 17,817 | 8,017 | 2,251,000 | 914,000 | $126.34 |
| 06/30/2019 | CATERPILLAR INC | CAT | 9,800 | 995 | 1,337,000 | 143,000 | $136.43 |
| 03/31/2019 | CATERPILLAR INC | CAT | 8,805 | 1,521 | 1,194,000 | 268,000 | $135.60 |
| 12/31/2018 | CATERPILLAR INC | CAT | 7,284 | -929 | 926,000 | -328,000 | $127.13 |
| 09/30/2018 | CATERPILLAR INC | CAT | 8,213 | -534 | 1,254,000 | 66,000 | $152.68 |
| 06/30/2018 | CATERPILLAR INC | CAT | 8,747 | 1,945 | 1,188,000 | 185,000 | $135.82 |
| 03/31/2018 | CATERPILLAR INC | CAT | 6,802 | 467 | 1,003,000 | 4,000 | $147.46 |
| 12/31/2017 | CATERPILLAR INC | CAT | 6,335 | 426 | 999,000 | 260,000 | $157.70 |
| 09/30/2017 | CATERPILLAR INC | CAT | 5,909 | 741 | 739,000 | 182,000 | $125.06 |
| 06/30/2017 | CATERPILLAR INC | CAT | 5,168 | -76 | 557,000 | 70,000 | $107.78 |
| 03/31/2017 | CATERPILLAR INC | CAT | 5,244 | -526 | 487,000 | -49,000 | $92.87 |
| 12/31/2016 | CATERPILLAR INC | CAT | 5,770 | 306 | 536,000 | 50,000 | $92.89 |
| 09/30/2016 | CATERPILLAR INC | CAT | 5,464 | 3 | 486,000 | 71,000 | $88.95 |
| 06/30/2016 | CATERPILLAR INC | CAT | 5,461 | -268 | 415,000 | -24,000 | $75.99 |
| 03/31/2016 | CATERPILLAR INC | CAT | 5,729 | -5,070 | 439,000 | -500,000 | $76.63 |
| 12/31/2015 | CATERPILLAR INC | CAT | 8,266 | -2,533 | 562,000 | -377,000 | $67.99 |
| 09/30/2015 | CATERPILLAR INC | CAT | 17,067 | 6,268 | 1,117,000 | 178,000 | $65.45 |
| 06/30/2015 | CATERPILLAR INC | CAT | 13,371 | 2,572 | 1,136,000 | 197,000 | $84.96 |
| 03/31/2015 | CATERPILLAR INC | CAT | 17,172 | 6,373 | 1,374,000 | 435,000 | $80.01 |
| 12/31/2014 | CATERPILLAR INC | CAT | 12,540 | -295 | 14,029,000 | 12,758,000 | $1,118.74 |
| 09/30/2014 | CATERPILLAR INC | CAT | 12,835 | 2,036 | 1,271,000 | 332,000 | $99.03 |
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