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Steel Peak Wealth Management LLC
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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 12/31/2022 | CATERPILLAR INC | CAT | 46,430 | -6,291 | 11,122,795,000 | 11,113,371,000 | $239,560.52 |
| 06/30/2022 | CATERPILLAR INC | CAT | 52,721 | 16,254 | 9,424,000 | 1,298,000 | $178.75 |
| 03/31/2022 | CATERPILLAR INC | CAT | 36,467 | 26,384 | 8,126,000 | 6,042,000 | $222.83 |
| 12/31/2021 | CATERPILLAR INC | CAT | 10,083 | -239 | 2,084,000 | 102,000 | $206.68 |
| 09/30/2021 | CATERPILLAR INC | CAT | 10,322 | -27,516 | 1,982,000 | -6,253,000 | $192.02 |
| 06/30/2021 | CATERPILLAR INC | CAT | 37,838 | 997 | 8,235,000 | -307,000 | $217.64 |
| 03/31/2021 | CATERPILLAR INC | CAT | 36,841 | -7,911 | 8,542,000 | 396,000 | $231.86 |
| 12/31/2020 | CATERPILLAR INC | CAT | 44,752 | 9,826 | 8,146,000 | 2,937,000 | $182.03 |
| 09/30/2020 | CATERPILLAR INC | CAT | 34,926 | -14,610 | 5,209,000 | -1,057,000 | $149.14 |
| 06/30/2020 | CATERPILLAR INC | CAT | 49,536 | 5,721 | 6,266,000 | 1,182,000 | $126.49 |
| 03/31/2020 | CATERPILLAR INC | CAT | 43,815 | 3,003 | 5,084,000 | -943,000 | $116.03 |
| 12/31/2019 | CATERPILLAR INC | CAT | 40,812 | 40,812 | 6,027,000 | 6,027,000 | $147.68 |
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