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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
2801
Hollow Brook Wealth Management
New York
– -$233K -636 Closed
GI
2802
GAMCO Investors
Connecticut
– -$229K -626 Closed
HAM
2803
Harmony Asset Management
Arizona
– -$229K -625 Closed
BWA
2804
Burt Wealth Advisors
Maryland
– -$229K -624 Closed
SFS
2805
Strategic Financial Services
New York
– -$225K -615 Closed
Winslow Capital Management
2806
Winslow Capital Management
Minnesota
– -$224K -610 Closed
KAS
2807
KPP Advisory Services
Kentucky
– -$221K -604 Closed
GFA
2808
Gallagher Fiduciary Advisors
Illinois
– -$220K -601 Closed
BA
2809
Baugh & Associates
Georgia
– -$220K -600 Closed
PFM
2810
Peak Financial Management
Massachusetts
– -$220K -600 Closed
VW
2811
Vantage Wealth
California
– -$220K -600 Closed
AFG
2812
Altiora Financial Group
Ohio
– -$219K -598 Closed
HCM
2813
Hall Capital Management
Rhode Island
– -$218K -595 Closed
PHAM
2814
Palisades Hudson Asset Management
Florida
– -$218K -595 Closed
NRW
2815
Nova R Wealth
Kansas
– -$215K -588 Closed
PSFG
2816
Prairie Sky Financial Group
Illinois
– -$214K -585 Closed
FWM
2817
ForthRight Wealth Management
Georgia
– -$214K -584 Closed
FDDB
2818
Fidelity D&D Bancorp
Pennsylvania
– -$211K -576 Closed
HI
2819
Human Investing
Oregon
– -$210K -574 Closed
ZIMP
2820
Zimmermann Investment Management & Planning
Pennsylvania
– -$210K -573 Closed
NWM
2821
Northcape Wealth Management
New York
– -$210K -572 Closed
OFW
2822
Omnia Family Wealth
Florida
– -$210K -572 Closed
RB
2823
Renasant Bank
Mississippi
– -$209K -571 Closed
MPM
2824
Meritage Portfolio Management
Kansas
– -$208K -568 Closed
RIS
2825
Retirement Income Solutions
Michigan
– -$207K -566 Closed