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WMG Financial Advisors, LLC
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 0 | -1,518 | 0 | -248,000 | |
| 09/30/2022 | CATERPILLAR INC | CAT | 1,518 | -158 | 248,000 | -52,000 | $163.37 |
| 06/30/2022 | CATERPILLAR INC | CAT | 1,676 | -59 | 300,000 | -87,000 | $179.00 |
| 03/31/2022 | CATERPILLAR INC | CAT | 1,735 | 1,735 | 388,000 | 388,000 | $223.63 |
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