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LYELL WEALTH MANAGEMENT, LP > CAT

DateNameTickerSharesChangeValueChangePrice
06/30/2023CATERPILLAR INCCAT33,5312,3638,250,303,0001,117,818,000$246,050.01
03/31/2023CATERPILLAR INCCAT31,1682,7057,132,485,000313,889,000$228,840.00
12/31/2022CATERPILLAR INCCAT28,4638,2656,818,596,0006,814,985,000$239,559.99
06/30/2022CATERPILLAR INCCAT20,1981,7573,611,000-498,000$178.78
03/31/2022CATERPILLAR INCCAT18,44116,7934,109,0003,768,000$222.82
12/31/2021CATERPILLAR INCCAT1,648109341,000-16,000$206.92
03/31/2021CATERPILLAR INCCAT1,53918357,00080,000$231.97
12/31/2020CATERPILLAR INCCAT1,52121277,00053,000$182.12
09/30/2020CATERPILLAR INCCAT1,5001,500224,000224,000$149.33
03/31/2020CATERPILLAR INCCAT0-1,5000-222,000 
12/31/2019CATERPILLAR INCCAT1,5001,500222,000222,000$148.00
09/30/2019CATERPILLAR INCCAT0-1,5000-204,000 
06/30/2019CATERPILLAR INCCAT1,5000204,0001,000$136.00
03/31/2019CATERPILLAR INCCAT1,5001,500203,000203,000$135.33
12/31/2018CATERPILLAR INCCAT0-1,5000-229,000 
09/30/2018CATERPILLAR INCCAT1,5001,500229,000229,000$152.67
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