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Planning Center, Inc.
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 1,518 | -235 | 373,504,000 | 373,202,000 | $246,050.07 |
| 06/30/2022 | CATERPILLAR INC | CAT | 1,753 | 184 | 302,000 | -48,000 | $172.28 |
| 03/31/2022 | CATERPILLAR INC | CAT | 1,569 | 1,569 | 350,000 | 350,000 | $223.07 |
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