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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
2776
Beam Wealth Advisors
Louisiana
– -$337K -919 Closed
AM
2777
AGF Management
Ontario, Canada
– -$336K -918 Closed
BONST
2778
Bank of Nova Scotia Trust
Ontario, Canada
– -$330K -900 Closed
FFWM
2779
Future Financial Wealth Management
Ohio
– -$328K -894 Closed
BDA
2780
Borer Denton & Associates
Pennsylvania
– -$326K -890 Closed
PWM
2781
Penobscot Wealth Management
Maine
– -$322K -879 Closed
SAW
2782
Signal Advisors Wealth
Michigan
– -$321K -877 Closed
QAM
2783
Q3 Asset Management
Michigan
– -$310K -843 Closed
SCA
2784
Stokes Capital Advisors
South Carolina
– -$299K -815 Closed
CCT
2785
Capital City Trust
Florida
– -$296K -807 Closed
AC
2786
ASB Consultores
Florida
– -$292K -796 Closed
CIG
2787
Cascade Investment Group
Colorado
– -$284K -774 Closed
DWA
2788
Delap Wealth Advisory
Oregon
– -$281K -768 Closed
HFRG
2789
Houlihan Financial Resource Group
Virginia
– -$276K -754 Closed
GCM
2790
Graham Capital Management
Connecticut
– -$275K -750 Closed
Q
2791
QVR
California
– -$273K -744 Closed
CBA
2792
Coastal Bridge Advisors
Connecticut
– -$272K -743 Closed
MS
2793
Mizuho Securities
Japan
– -$271K -740 Closed
PRS
2794
Pinkerton Retirement Specialists
Idaho
– -$262K -714 Closed
SP
2795
Successful Portfolios
Florida
– -$258K -703 Closed
TWM
2796
TMD Wealth Management
Arizona
– -$257K -702 Closed
PM
2797
Penbrook Management
New York
– -$257K -700 Closed
FMTC
2798
Farmers & Merchants Trust Company
California
– -$246K -670 Closed
FAFN
2799
First Affirmative Financial Network
Colorado
– -$243K -664 Closed
BW
2800
BIP Wealth
Georgia
– -$235K -641 Closed
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112
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