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Consolidated Planning Corp
> CAT
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | CATERPILLAR INC | CAT | 26,533 | -3,763 | 6,528,445,000 | -729,264,000 | $246,050.01 |
| 12/31/2022 | CATERPILLAR INC | CAT | 30,296 | 595 | 7,257,709,000 | 7,252,836,000 | $239,559.97 |
| 09/30/2022 | CATERPILLAR INC | CAT | 29,701 | 738 | 4,873,000 | -304,000 | $164.07 |
| 06/30/2022 | CATERPILLAR INC | CAT | 28,963 | 28,963 | 5,177,000 | 5,177,000 | $178.75 |
| 12/31/2021 | CATERPILLAR INC | CAT | 0 | -270 | 0 | -52,000 | |
| 09/30/2021 | CATERPILLAR INC | CAT | 270 | 270 | 52,000 | 52,000 | $192.59 |
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