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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
2826
Renaissance Investment Group
Massachusetts
– -$206K -563 Closed
VAS
2827
Vestmark Advisory Solutions
Massachusetts
– -$206K -563 Closed
FCM
2828
Family Capital Management
Michigan
– -$206K -561 Closed
BWG
2829
Boomfish Wealth Group
Georgia
– -$204K -556 Closed
LW
2830
Linscomb Wealth
Texas
– -$204K -556 Closed
WF
2831
WoodTrust Financial
Wisconsin
– -$204 -556 Closed
OPWM
2832
Oxinas Partners Wealth Management
Indiana
– -$203K -554 Closed
EW
2833
Element Wealth
Mississippi
– -$202K -551 Closed
GCM
2834
Gallacher Capital Management
Colorado
– -$202K -550 Closed
WC
2835
Whitney & Co
New York
– -$202K -550 Closed
YWS
2836
Yarger Wealth Strategies
Ohio
– -$201K -550 Closed
SPWM
2837
Schrum Private Wealth Management
Florida
– -$201K -548 Closed
CM
2838
Capula Management
Cayman Islands
– -$183K -527 Closed
NL
2839
NKCFO LLC
Illinois
– -$134K -365 Closed
NCTC
2840
New Covenant Trust Company
Indiana
– -$130K -354 Closed
FSWA
2841
Financial Synergies Wealth Advisors
Texas
– -$105K -286 Closed
BWM
2842
BKM Wealth Management
Wisconsin
– -$77K -210 Closed
FF
2843
Friedenthal Financial
New Jersey
– -$51.3K -140 Closed
VC
2844
Vestor Capital
Illinois
– -$44K -119 Closed
VL
2845
Vima LLC
Michigan
– -$23.2K -101 Closed
FG
2846
Fairman Group
Pennsylvania
– -$29K -79 Closed
MSE
2847
MUFG Securities EMEA
United Kingdom
– -$23.5K -64 Closed
FMTCOCP
2848
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$9K -25 Closed
MAM
2849
MMA Asset Management
Pennsylvania
– -$5.86K -16 Closed
CWM
2850
Cedar Wealth Management
California
– -$4.03K -11 Closed
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114
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