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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2751
SRB Corp
Massachusetts
– -$800K -2,182 Closed
DFG
2752
Delta Financial Group
New Jersey
– -$784K -2,139 Closed
OWM
2753
OneAscent Wealth Management
Alabama
– -$716K -1,955 Closed
CBFP
2754
Cedar Brook Financial Partners
Ohio
– -$695K -1,897 Closed
SCA
2755
Sassicaia Capital Advisers
New York
– -$660K -1,800 Closed
HW
2756
Hamilton Wealth
California
– -$618K -1,686 Closed
VF
2757
Virtu Financial
New York
– -$604K -1,648 Closed
BWM
2758
BCS Wealth Management
Tennessee
– -$574K -1,566 Closed
WSWA
2759
Warren Street Wealth Advisors
California
– -$566K -1,545 Closed
MC
2760
McCarthy & Cox
Ohio
– -$524K -1,429 Closed
ITB
2761
Idaho Trust Bank
Idaho
– -$508K -1,388 Closed
BRA
2762
Bender Robert & Associates
California
– -$464K -1,339 Closed
EW
2763
Evoke Wealth
California
– -$477K -1,301 Closed
OCBCO
2764
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$431K -1,177 Closed
MVA
2765
Mount Vernon Associates
Maryland
– -$421K -1,150 Closed
SGCA
2766
Steel Grove Capital Advisors
Tennessee
– -$416K -1,135 Closed
FTUS
2767
Flow Traders U.S.
New York
– -$405K -1,106 Closed
PPP
2768
Private Portfolio Partners
New Jersey
– -$369K -1,008 Closed
HT
2769
Headlands Technologies
Illinois
– -$360K -982 Closed
CWA
2770
CM Wealth Advisors
Ohio
– -$329K -950 Closed
BC
2771
Bridgefront Capital
Texas
– -$339K -924 Closed
BWA
2772
Beam Wealth Advisors
Louisiana
– -$337K -919 Closed
AM
2773
AGF Management
Ontario, Canada
– -$336K -918 Closed
BONST
2774
Bank of Nova Scotia Trust
Ontario, Canada
– -$330K -900 Closed
FFWM
2775
Future Financial Wealth Management
Ohio
– -$328K -894 Closed
109 110
111
112 113