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Marcum Wealth, LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | CATERPILLAR INC | CAT | 2,382 | 144 | 650,334,000 | 99,635,000 | $273,020.15 |
| 06/30/2023 | CATERPILLAR INC | CAT | 2,238 | -20 | 550,699,000 | 550,328,000 | $246,067.47 |
| 09/30/2022 | CATERPILLAR INC | CAT | 2,258 | 86 | 371,000 | -17,000 | $164.30 |
| 06/30/2022 | CATERPILLAR INC | CAT | 2,172 | 29 | 388,000 | -90,000 | $178.64 |
| 03/31/2022 | CATERPILLAR INC | CAT | 2,143 | -243 | 478,000 | -15,000 | $223.05 |
| 12/31/2021 | CATERPILLAR INC | CAT | 2,386 | -524 | 493,000 | -66,000 | $206.62 |
| 09/30/2021 | CATERPILLAR INC | CAT | 2,910 | 1,345 | 559,000 | 218,000 | $192.10 |
| 06/30/2021 | CATERPILLAR INC | CAT | 1,565 | -995 | 341,000 | -253,000 | $217.89 |
| 03/31/2021 | CATERPILLAR INC | CAT | 2,560 | 1,174 | 594,000 | 342,000 | $232.03 |
| 12/31/2020 | CATERPILLAR INC | CAT | 1,386 | 19 | 252,000 | 48,000 | $181.82 |
| 09/30/2020 | CATERPILLAR INC | CAT | 1,367 | 1,367 | 204,000 | 204,000 | $149.23 |
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