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Financial Partners Group, Inc
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 1,488 | 2 | 411,474,000 | 71,395,000 | $276,528.23 |
| 03/31/2023 | CATERPILLAR INC | CAT | 1,486 | -75 | 340,079,000 | -47,300,000 | $228,855.32 |
| 12/31/2022 | CATERPILLAR INC | CAT | 1,561 | 173 | 387,379,000 | 387,151,000 | $248,160.79 |
| 09/30/2022 | CATERPILLAR INC | CAT | 1,388 | -54 | 228,000 | -30,000 | $164.27 |
| 06/30/2022 | CATERPILLAR INC | CAT | 1,442 | 1 | 258,000 | -63,000 | $178.92 |
| 03/31/2022 | CATERPILLAR INC | CAT | 1,441 | -57 | 321,000 | 19,000 | $222.76 |
| 12/31/2021 | CATERPILLAR INC | CAT | 1,498 | 102 | 302,000 | -2,000 | $201.60 |
| 06/30/2021 | CATERPILLAR INC | CAT | 1,396 | 499 | 304,000 | 96,000 | $217.77 |
| 03/31/2021 | CATERPILLAR INC | CAT | 897 | 897 | 208,000 | 208,000 | $231.88 |
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