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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
2826
Sloy Dahl & Holst
Washington
– -$207K -566 Closed
IDA
2827
Intelligence Driven Advisers
California
– -$206K -564 Closed
PAM
2828
Peak Asset Management
Colorado
– -$207K -564 Closed
CCWM
2829
Correct Capital Wealth Management
Missouri
– -$206K -563 Closed
RIG
2830
Renaissance Investment Group
Massachusetts
– -$206K -563 Closed
VAS
2831
Vestmark Advisory Solutions
Massachusetts
– -$206K -563 Closed
FCM
2832
Family Capital Management
Michigan
– -$206K -561 Closed
BWG
2833
Boomfish Wealth Group
Georgia
– -$204K -556 Closed
LW
2834
Linscomb Wealth
Texas
– -$204K -556 Closed
WF
2835
WoodTrust Financial
Wisconsin
– -$204K -556 Closed
OPWM
2836
Oxinas Partners Wealth Management
Indiana
– -$203K -554 Closed
EW
2837
Element Wealth
Mississippi
– -$202K -551 Closed
GCM
2838
Gallacher Capital Management
Colorado
– -$202K -550 Closed
WC
2839
Whitney & Co
New York
– -$202K -550 Closed
YWS
2840
Yarger Wealth Strategies
Ohio
– -$201K -550 Closed
SPWM
2841
Schrum Private Wealth Management
Florida
– -$201K -548 Closed
CM
2842
Capula Management
Cayman Islands
– -$183K -527 Closed
NL
2843
NKCFO LLC
Illinois
– -$134K -365 Closed
NCTC
2844
New Covenant Trust Company
Indiana
– -$130K -354 Closed
FSWA
2845
Financial Synergies Wealth Advisors
Texas
– -$105K -286 Closed
BWM
2846
BKM Wealth Management
Wisconsin
– -$77K -210 Closed
FF
2847
Friedenthal Financial
New Jersey
– -$51.3K -140 Closed
VC
2848
Vestor Capital
Illinois
– -$44K -119 Closed
VL
2849
Vima LLC
Michigan
– -$23.2K -101 Closed
FG
2850
Fairman Group
Pennsylvania
– -$29K -79 Closed
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115