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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
2751
Cape Cod Five Cents Savings Bank
Massachusetts
– -$912K -2,490 Closed
FA
2752
Fiducient Advisors
Illinois
– -$908K -2,477 Closed
EWM
2753
Executive Wealth Management
Michigan
– -$880K -2,419 Closed
GAM
2754
Grandview Asset Management
Pennsylvania
– -$857K -2,337 Closed
SC
2755
SRB Corp
Massachusetts
– -$800K -2,182 Closed
DFG
2756
Delta Financial Group
New Jersey
– -$784K -2,139 Closed
OWM
2757
OneAscent Wealth Management
Alabama
– -$716K -1,955 Closed
CBFP
2758
Cedar Brook Financial Partners
Ohio
– -$695K -1,897 Closed
SCA
2759
Sassicaia Capital Advisers
New York
– -$660K -1,800 Closed
HW
2760
Hamilton Wealth
California
– -$618K -1,686 Closed
VF
2761
Virtu Financial
New York
– -$604K -1,648 Closed
BWM
2762
BCS Wealth Management
Tennessee
– -$574K -1,566 Closed
WSWA
2763
Warren Street Wealth Advisors
California
– -$566K -1,545 Closed
MC
2764
McCarthy & Cox
Ohio
– -$524K -1,429 Closed
ITB
2765
Idaho Trust Bank
Idaho
– -$508K -1,388 Closed
BRA
2766
Bender Robert & Associates
California
– -$464K -1,339 Closed
EW
2767
Evoke Wealth
California
– -$477K -1,301 Closed
OCBCO
2768
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$431K -1,177 Closed
MVA
2769
Mount Vernon Associates
Maryland
– -$421K -1,150 Closed
SGCA
2770
Steel Grove Capital Advisors
Tennessee
– -$416K -1,135 Closed
FTUS
2771
Flow Traders U.S.
New York
– -$405K -1,106 Closed
PPP
2772
Private Portfolio Partners
New Jersey
– -$369K -1,008 Closed
HT
2773
Headlands Technologies
Illinois
– -$360K -982 Closed
CWA
2774
CM Wealth Advisors
Ohio
– -$329K -950 Closed
BC
2775
Bridgefront Capital
Texas
– -$339K -924 Closed
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111
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