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WMS Partners, LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 4,103 | -1,692 | 1,009,552,000 | -378,728,000 | $246,052.16 |
| 12/31/2022 | CATERPILLAR INC | CAT | 5,795 | -40 | 1,388,280,000 | 1,387,323,000 | $239,565.14 |
| 09/30/2022 | CATERPILLAR INC | CAT | 5,835 | 124 | 957,000 | -64,000 | $164.01 |
| 06/30/2022 | CATERPILLAR INC | CAT | 5,711 | 1,504 | 1,021,000 | 84,000 | $178.78 |
| 03/31/2022 | CATERPILLAR INC | CAT | 4,207 | 675 | 937,000 | 207,000 | $222.72 |
| 12/31/2021 | CATERPILLAR INC | CAT | 3,532 | 57 | 730,000 | 63,000 | $206.68 |
| 09/30/2021 | CATERPILLAR INC | CAT | 3,475 | -74 | 667,000 | -105,000 | $191.94 |
| 06/30/2021 | CATERPILLAR INC | CAT | 3,549 | 272 | 772,000 | 176,000 | $217.53 |
| 12/31/2020 | CATERPILLAR INC | CAT | 3,277 | 50 | 596,000 | 115,000 | $181.87 |
| 09/30/2020 | CATERPILLAR INC | CAT | 3,227 | 0 | 481,000 | 73,000 | $149.05 |
| 06/30/2020 | CATERPILLAR INC | CAT | 3,227 | -305 | 408,000 | -2,000 | $126.43 |
| 03/31/2020 | CATERPILLAR INC | CAT | 3,532 | -306 | 410,000 | -157,000 | $116.08 |
| 12/31/2019 | CATERPILLAR INC | CAT | 3,838 | 3,838 | 567,000 | 567,000 | $147.73 |
| 09/30/2019 | CATERPILLAR INC | CAT | 0 | -3,882 | 0 | -529,000 | |
| 06/30/2019 | CATERPILLAR INC | CAT | 3,882 | 289 | 529,000 | 42,000 | $136.27 |
| 03/31/2019 | CATERPILLAR INC | CAT | 3,593 | 0 | 487,000 | 30,000 | $135.54 |
| 12/31/2018 | CATERPILLAR INC | CAT | 3,593 | 3,593 | 457,000 | 457,000 | $127.19 |
| 09/30/2018 | CATERPILLAR INC | CAT | 0 | -56,463 | 0 | -7,660,000 | |
| 06/30/2018 | CATERPILLAR INC | CAT | 56,463 | -69 | 7,660,000 | -672,000 | $135.66 |
| 03/31/2018 | CATERPILLAR INC | CAT | 56,532 | -260 | 8,332,000 | -617,000 | $147.39 |
| 12/31/2017 | CATERPILLAR INC | CAT | 56,792 | 56,792 | 8,949,000 | 8,949,000 | $157.58 |
| 03/31/2015 | CATERPILLAR INC | CAT | 0 | -63,620 | 0 | -6,301,000 | |
| 12/31/2014 | CATERPILLAR INC | CAT | 0 | -63,620 | 0 | -6,301,000 | |
| 09/30/2014 | CATERPILLAR INC | CAT | 63,620 | 390 | 6,301,000 | 1,086,000 | $99.04 |
| 06/30/2014 | CATERPILLAR INC | CAT | 63,719 | -600 | 6,924,000 | 533,000 | $108.66 |
| 03/31/2014 | CATERPILLAR INC | CAT | 64,319 | 1,549 | 6,391,000 | 691,000 | $99.36 |
| 12/31/2013 | CATERPILLAR INC | CAT | 62,770 | -330 | 5,700,000 | 437,000 | $90.81 |
| 09/30/2013 | CATERPILLAR INC | CAT | 63,100 | -130 | 5,263,000 | 48,000 | $83.41 |
| 06/30/2013 | CATERPILLAR INC | CAT | 63,230 | 50,385 | 5,215,000 | 4,064,000 | $82.48 |
| 03/31/2013 | CATERPILLAR INC | CAT | 13,115 | 270 | 1,141,000 | -10,000 | $87.00 |
| 12/31/2012 | CATERPILLAR INC | CAT | 12,845 | 225 | 1,151,000 | 65,000 | $89.61 |
| 09/30/2012 | CATERPILLAR INC | CAT | 12,620 | 4,265 | 1,086,000 | 377,000 | $86.05 |
| 06/30/2012 | CATERPILLAR INC | CAT | 8,355 | 675 | 709,000 | -110,000 | $84.86 |
| 03/31/2012 | CATERPILLAR INC | CAT | 7,680 | 4,600 | 819,000 | 592,000 | $106.64 |
| 12/31/2011 | CATERPILLAR INC | CAT | 5,170 | 2,090 | 468,000 | 241,000 | $90.52 |
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